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 | $20,840 | $53,053-60.7% | $126,539-83.5% | $74,304-72.0% |
| Participation rate | 44.9% | 48.0%-3.2pp | 69.8%-25.0pp | 60.3%-15.5pp |
| Annual return | 10.25% | 29.46%-19.2pp | 425.95%-415.7pp | 29.43%-19.2pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $456 | $2,303-80.2% | $4,083-88.8% | $3,767-87.9% |
| Admin fee / account holder | $3,571 | $3,698-3.4% | $6,065-41.1% | $2,969+20.3% |