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 | $18,901 | $58,523-67.7% | $99,443-81.0% | $72,985-74.1% |
| Participation rate | 45.0% | 64.6%-19.6pp | 73.8%-28.8pp | 69.5%-24.5pp |
| Annual return | 11.03% | 28.51%-17.5pp | 30.72%-19.7pp | 81.00%-70.0pp |
| Employer contribution / active EE | $458 | $1,512-69.7% | $2,540-82.0% | $2,440-81.2% |
| Participant deferral / active EE | $939 | $2,606-64.0% | $3,619-74.1% | $3,607-74.0% |
| Admin fee / account holder | $19,686 | $4,102+379.9% | $6,250+215.0% | $5,124+284.2% |