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 | $26,847 | $70,428-61.9% | $96,562-72.2% | $85,850-68.7% |
| Participation rate | 31.8% | 61.8%-30.0pp | 69.8%-38.0pp | 69.3%-37.5pp |
| Annual return | 9.75% | 18.59%-8.8pp | 37.78%-28.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $624 | $2,894-78.4% | $3,849-83.8% | $3,952-84.2% |
| Admin fee / account holder | $6,835 | $4,997+36.8% | $6,181+10.6% | $6,260+9.2% |