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 | $58,860 | $85,766-31.4% | $136,294-56.8% | $70,131-16.1% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | -9.55% | 31.45%-41.0pp | 5155.94%-5165.5pp | 73.14%-82.7pp |
| Employer contribution / active EE | $805 | $2,966-72.8% | $4,695-82.8% | $2,342-65.6% |
| Participant deferral / active EE | $1,333 | $5,051-73.6% | $6,247-78.7% | $3,332-60.0% |
| Admin fee / account holder | $2,425 | $5,420-55.3% | $9,243-73.8% | $4,645-47.8% |