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 | $43,037 | $45,152-4.7% | $73,843-41.7% | $59,632-27.8% |
| Participation rate | 25.0% | 64.0%-39.0pp | 73.4%-48.4pp | 68.7%-43.7pp |
| Annual return | -2.82% | 27.40%-30.2pp | 2267.84%-2270.7pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $367 | $1,902-80.7% | $2,787-86.8% | $2,203-83.3% |
| Participant deferral / active EE | $663 | $2,574-74.2% | $3,583-81.5% | $3,192-79.2% |
| Admin fee / account holder | $17,312 | $3,516+392.4% | $4,880+254.7% | $4,297+302.9% |