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 | $19,743 | $41,078-51.9% | $80,569-75.5% | $71,457-72.4% |
| Participation rate | 8.9% | 50.2%-41.3pp | 67.0%-58.1pp | 67.9%-59.0pp |
| Annual return | 2.75% | 38.45%-35.7pp | 935.43%-932.7pp | 28.85%-26.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $612 | $2,699-77.3% | $4,447-86.2% | $4,289-85.7% |
| Admin fee / account holder | $1,871 | $1,840+1.7% | $5,377-65.2% | $1,587+17.9% |