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 7-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 | $35,471 | $39,019-9.1% | $80,716-56.1% | $85,850-58.7% |
| Participation rate | 68.3% | 41.5%+26.7pp | 54.2%+14.1pp | 69.3%-1.0pp |
| Annual return | 7.86% | 26.27%-18.4pp | 87.28%-79.4pp | 318.53%-310.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $258 | $1,326-80.5% | $2,146-88.0% | $3,952-93.5% |
| Admin fee / account holder | $1,467 | $2,431-39.7% | $3,380-56.6% | $6,260-76.6% |