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 | $30,448 | $84,233-63.9% | $170,442-82.1% | $70,131-56.6% |
| Participation rate | 12.5% | 70.8%-58.3pp | 83.6%-71.1pp | 69.5%-57.0pp |
| Annual return | 7.02% | 23.06%-16.0pp | 205.93%-198.9pp | 73.14%-66.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $165 | $3,086-94.7% | $4,939-96.7% | $3,332-95.0% |
| Admin fee / account holder | $16,139 | $5,698+183.2% | $13,880+16.3% | $4,645+247.4% |