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 | $54,807 | $59,263-7.5% | $96,562-43.2% | $79,386-31.0% |
| Participation rate | 8.6% | 61.9%-53.3pp | 69.8%-61.2pp | 70.7%-62.1pp |
| Annual return | 11.19% | 27.07%-15.9pp | 37.78%-26.6pp | 116.85%-105.7pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $290 | $2,948-90.2% | $3,849-92.5% | $4,046-92.8% |
| Admin fee / account holder | $781 | $658+18.7% | $6,181-87.4% | $626+24.7% |