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 | $36,773 | $60,349-39.1% | $74,183-50.4% | $62,891-41.5% |
| Participation rate | 21.1% | 72.7%-51.7pp | 76.6%-55.6pp | 69.3%-48.3pp |
| Annual return | 1.56% | 21.37%-19.8pp | 17.74%-16.2pp | 20.14%-18.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $406 | $2,856-85.8% | $3,550-88.6% | $3,203-87.3% |
| Admin fee / account holder | $24,321 | $4,261+470.8% | $5,586+335.4% | $4,296+466.2% |