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 | $10,932 | $64,307-83.0% | $57,343-80.9% | $125,391-91.3% |
| Participation rate | 66.7% | 78.6%-12.0pp | 75.1%-8.4pp | 83.2%-16.5pp |
| Annual return | -5.46% | 25.12%-30.6pp | 24.39%-29.8pp | 282.22%-287.7pp |
| Employer contribution / active EE | $591 | $3,193-81.5% | $2,689-78.0% | $4,866-87.9% |
| Participant deferral / active EE | $675 | $3,848-82.5% | $3,162-78.7% | $5,352-87.4% |
| Admin fee / account holder | $1,952 | $5,242-62.8% | $3,356-41.8% | $9,540-79.5% |