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 | $36,296 | $87,540-58.5% | $75,781-52.1% | $125,391-71.1% |
| Participation rate | 65.2% | 80.2%-14.9pp | 75.8%-10.6pp | 83.2%-18.0pp |
| Annual return | -5.15% | 13.48%-18.6pp | 9.68%-14.8pp | 282.22%-287.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $823 | $4,229-80.5% | $3,651-77.4% | $5,352-84.6% |
| Admin fee / account holder | $1,164 | $6,502-82.1% | $5,299-78.0% | $9,540-87.8% |