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 | $61,979 | $58,828+5.4% | $77,999-20.5% | $62,891-1.4% |
| Participation rate | 7.1% | 71.1%-63.9pp | 75.5%-68.4pp | 69.3%-62.2pp |
| Annual return | -2.54% | 17.16%-19.7pp | 425.96%-428.5pp | 20.14%-22.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $539 | $2,686-79.9% | $3,497-84.6% | $3,203-83.2% |
| Admin fee / account holder | $852 | $4,393-80.6% | $5,480-84.5% | $4,296-80.2% |