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 | $87,034 | $78,422+11.0% | $95,952-9.3% | $79,858+9.0% |
| Participation rate | 17.1% | 73.5%-56.4pp | 77.1%-60.0pp | 69.6%-52.6pp |
| Annual return | -2.63% | 19.37%-22.0pp | 91.61%-94.2pp | 31.71%-34.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,233 | $3,440-64.2% | $4,167-70.4% | $3,740-67.0% |
| Admin fee / account holder | $1,717 | $5,622-69.5% | $6,795-74.7% | $5,306-67.7% |