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 | $20,085 | $45,035-55.4% | $62,995-68.1% | $70,131-71.4% |
| Participation rate | 13.7% | 69.5%-55.8pp | 74.8%-61.1pp | 69.5%-55.8pp |
| Annual return | 6.58% | 18.76%-12.2pp | 87.57%-81.0pp | 73.14%-66.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $274 | $2,465-88.9% | $3,329-91.8% | $3,332-91.8% |
| Admin fee / account holder | $6,519 | $2,834+130.0% | $3,600+81.1% | $4,645+40.3% |