See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,453 | $57,590-31.5% | $86,233-54.2% | $82,448-52.1% |
| Participation rate | 20.4% | 57.9%-37.5pp | 69.0%-48.6pp | 68.1%-47.7pp |
| Annual return | 10.64% | 22.41%-11.8pp | 61.39%-50.7pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $254 | $3,080-91.8% | $4,559-94.4% | $4,139-93.9% |
| Admin fee / account holder | $9,052 | $4,730+91.4% | $8,342+8.5% | $7,234+25.1% |