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 | $48,788 | $69,745-30.0% | $67,511-27.7% | $74,546-34.6% |
| Participation rate | 33.3% | 71.3%-38.0pp | 72.9%-39.6pp | 67.2%-33.9pp |
| Annual return | 11.54% | -40.37%+51.9pp | 3517.41%-3505.9pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $897 | $2,705-66.8% | $2,733-67.2% | $2,624-65.8% |
| Participant deferral / active EE | $666 | $3,636-81.7% | $4,000-83.3% | $4,347-84.7% |
| Admin fee / account holder | $2,059 | $894+130.3% | $3,999-48.5% | $1,944+5.9% |