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 | $38,416 | $127,386-69.8% | $115,037-66.6% | $125,391-69.4% |
| Participation rate | 44.4% | 84.2%-39.7pp | 81.4%-36.9pp | 83.2%-38.7pp |
| Annual return | -4.61% | 31.28%-35.9pp | 26.14%-30.8pp | 282.22%-286.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $147 | $6,423-97.7% | $6,026-97.6% | $5,352-97.2% |
| Admin fee / account holder | $5,933 | $9,516-37.7% | $8,175-27.4% | $9,540-37.8% |