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 | $17,665 | $48,046-63.2% | $84,611-79.1% | $72,985-75.8% |
| Participation rate | 16.3% | 57.6%-41.3pp | 68.2%-51.9pp | 69.5%-53.2pp |
| Annual return | 11.98% | 37.38%-25.4pp | 258.74%-246.8pp | 81.00%-69.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $193 | $2,680-92.8% | $3,899-95.0% | $3,607-94.6% |
| Admin fee / account holder | $693 | $3,395-79.6% | $4,912-85.9% | $5,124-86.5% |