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 | $24,835 | $53,018-53.2% | $70,014-64.5% | $62,891-60.5% |
| Participation rate | 66.7% | 67.2%-0.5pp | 71.8%-5.1pp | 69.3%-2.6pp |
| Annual return | -0.74% | 13.35%-14.1pp | 12.99%-13.7pp | 20.14%-20.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $800 | $2,395-66.6% | $2,931-72.7% | $3,203-75.0% |
| Admin fee / account holder | $2,798 | $3,690-24.2% | $4,380-36.1% | $4,296-34.9% |