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 | $22,702 | $127,386-82.2% | $115,037-80.3% | $125,391-81.9% |
| Participation rate | 21.4% | 84.2%-62.7pp | 81.4%-59.9pp | 83.2%-61.8pp |
| Annual return | -5.42% | 31.28%-36.7pp | 26.14%-31.6pp | 282.22%-287.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,005 | $6,423-84.3% | $6,026-83.3% | $5,352-81.2% |
| Admin fee / account holder | $1,602 | $9,516-83.2% | $8,175-80.4% | $9,540-83.2% |