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 | $26,394 | $77,634-66.0% | $156,549-83.1% | $62,891-58.0% |
| Participation rate | 37.0% | 71.2%-34.2pp | 84.0%-47.0pp | 69.3%-32.3pp |
| Annual return | 1.70% | 50.32%-48.6pp | 32.23%-30.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $517 | $3,045-83.0% | $4,871-89.4% | $3,203-83.8% |
| Admin fee / account holder | $8,202 | $5,561+47.5% | $13,027-37.0% | $4,296+90.9% |