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 | $19,275 | $85,202-77.4% | $172,739-88.8% | $72,985-73.6% |
| Participation rate | 57.4% | 70.1%-12.6pp | 82.6%-25.2pp | 69.5%-12.0pp |
| Annual return | 3.41% | 27.32%-23.9pp | 802.84%-799.4pp | 81.00%-77.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $899 | $3,260-72.4% | $5,198-82.7% | $3,607-75.1% |
| Admin fee / account holder | $1,124 | $5,884-80.9% | $13,954-91.9% | $5,124-78.1% |