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 | $51,857 | $49,227+5.3% | $70,449-26.4% | $79,858-35.1% |
| Participation rate | 56.1% | 69.2%-13.1pp | 75.1%-19.0pp | 69.6%-13.5pp |
| Annual return | -10.16% | 30.06%-40.2pp | 109.03%-119.2pp | 31.71%-41.9pp |
| Employer contribution / active EE | $4,943 | $2,099+135.5% | $2,737+80.6% | $2,471+100.1% |
| Participant deferral / active EE | $532 | $2,768-80.8% | $3,709-85.7% | $3,740-85.8% |
| Admin fee / account holder | $4,043 | $2,878+40.5% | $3,845+5.1% | $5,306-23.8% |