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 | $120,984 | $152,587-20.7% | $125,175-3.3% | $152,861-20.9% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 2.02% | 54.84%-52.8pp | 43.79%-41.8pp | 345.32%-343.3pp |
| Employer contribution / active EE | $1,289 | $4,946-74.0% | $3,865-66.7% | $4,762-72.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $48,251 | $13,434+259.2% | $9,702+397.3% | $11,596+316.1% |