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 | $26,682 | $80,138-66.7% | $130,231-79.5% | $71,457-62.7% |
| Participation rate | 33.9% | 71.0%-37.1pp | 76.3%-42.4pp | 67.9%-34.0pp |
| Annual return | 12.01% | 16.81%-4.8pp | 38.77%-26.8pp | 28.85%-16.8pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,126-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $766 | $4,641-83.5% | $6,799-88.7% | $4,289-82.1% |
| Admin fee / account holder | $2,494 | $1,035+141.0% | $6,020-58.6% | $1,587+57.1% |