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 | $26,095 | $58,512-55.4% | $84,015-68.9% | $72,985-64.2% |
| Participation rate | 22.0% | 61.2%-39.2pp | 69.0%-47.0pp | 69.5%-47.5pp |
| Annual return | 2.74% | 28.93%-26.2pp | 71.31%-68.6pp | 81.00%-78.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $353 | $2,394-85.2% | $3,239-89.1% | $3,607-90.2% |
| Admin fee / account holder | $1,719 | $4,569-62.4% | $6,101-71.8% | $5,124-66.5% |