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 | $53,171 | $54,701-2.8% | $86,188-38.3% | $71,457-25.6% |
| Participation rate | 16.5% | 60.1%-43.6pp | 69.0%-52.4pp | 67.9%-51.4pp |
| Annual return | 10.41% | 20.06%-9.7pp | 1168.45%-1158.0pp | 28.85%-18.4pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,182 | $3,108-62.0% | $3,985-70.3% | $4,289-72.4% |
| Admin fee / account holder | $10,858 | $1,922+465.1% | $6,852+58.5% | $1,587+584.1% |