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 | $51,338 | $54,380-5.6% | $68,509-25.1% | $59,632-13.9% |
| Participation rate | 12.9% | 70.2%-57.3pp | 74.7%-61.8pp | 68.7%-55.8pp |
| Annual return | -2.84% | 2.83%-5.7pp | 8.27%-11.1pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $317 | $1,539-79.4% | $2,278-86.1% | $2,203-85.6% |
| Participant deferral / active EE | $633 | $2,643-76.1% | $3,382-81.3% | $3,192-80.2% |
| Admin fee / account holder | $319 | $3,885-91.8% | $5,275-94.0% | $4,297-92.6% |