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 | $43,326 | $67,411-35.7% | $91,001-52.4% | $70,131-38.2% |
| Participation rate | 36.8% | 71.4%-34.5pp | 75.6%-38.8pp | 69.5%-32.7pp |
| Annual return | 10.51% | -40.16%+50.7pp | 4.60%+5.9pp | 73.14%-62.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,012 | $2,823-64.1% | $3,547-71.5% | $3,332-69.6% |
| Admin fee / account holder | $1,254 | $4,236-70.4% | $5,417-76.9% | $4,645-73.0% |