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 | $41,140 | $56,199-26.8% | $67,652-39.2% | $59,632-31.0% |
| Participation rate | 37.9% | 71.5%-33.5pp | 75.7%-37.7pp | 68.7%-30.7pp |
| Annual return | -3.34% | 18505.31%-18508.7pp | 6625.04%-6628.4pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $736 | $1,614-54.4% | $2,266-67.5% | $2,203-66.6% |
| Participant deferral / active EE | $1,226 | $2,844-56.9% | $3,560-65.6% | $3,192-61.6% |
| Admin fee / account holder | $1,361 | $3,958-65.6% | $4,821-71.8% | $4,297-68.3% |