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 9-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 | $8,922 | $49,922-82.1% | $80,569-88.9% | $75,163-88.1% |
| Participation rate | 58.7% | 55.3%+3.4pp | 67.0%-8.3pp | 67.2%-8.5pp |
| Annual return | 1.88% | 34.69%-32.8pp | 935.43%-933.6pp | 160.62%-158.7pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $280 | $2,990-90.6% | $4,447-93.7% | $4,125-93.2% |
| Admin fee / account holder | $2,408 | $3,577-32.7% | $5,377-55.2% | $5,651-57.4% |