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 | $21,707 | $56,199-61.4% | $67,652-67.9% | $59,632-63.6% |
| Participation rate | 46.4% | 71.5%-25.0pp | 75.7%-29.2pp | 68.7%-22.2pp |
| Annual return | -2.51% | 18505.31%-18507.8pp | 6625.04%-6627.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $489 | $2,844-82.8% | $3,560-86.3% | $3,192-84.7% |
| Admin fee / account holder | $710 | $3,958-82.1% | $4,821-85.3% | $4,297-83.5% |