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 | $41,989 | $56,199-25.3% | $67,652-37.9% | $59,632-29.6% |
| Participation rate | 40.0% | 71.5%-31.5pp | 75.7%-35.7pp | 68.7%-28.7pp |
| Annual return | -2.47% | 18505.31%-18507.8pp | 6625.04%-6627.5pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $857 | $2,844-69.9% | $3,560-75.9% | $3,192-73.1% |
| Admin fee / account holder | $1,862 | $3,958-53.0% | $4,821-61.4% | $4,297-56.7% |