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 | $30,356 | $63,346-52.1% | $92,233-67.1% | $70,131-56.7% |
| Participation rate | 63.3% | 68.7%-5.4pp | 76.5%-13.2pp | 69.5%-6.2pp |
| Annual return | 9.31% | 530.12%-520.8pp | 176.28%-167.0pp | 73.14%-63.8pp |
| Employer contribution / active EE | $2,518 | $2,471+1.9% | $3,679-31.6% | $2,342+7.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,349 | $3,840-38.8% | $5,194-54.8% | $4,645-49.4% |