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 | $18,684 | $159,602-88.3% | $150,045-87.5% | $142,382-86.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | -0.19% | 70.24%-70.4pp | 62.55%-62.7pp | 217.08%-217.3pp |
| Employer contribution / active EE | $1,097 | $4,961-77.9% | $4,693-76.6% | $4,299-74.5% |
| Participant deferral / active EE | $1,188 | $8,310-85.7% | $7,997-85.1% | $6,507-81.7% |
| Admin fee / account holder | $14,293 | $14,846-3.7% | $13,435+6.4% | $12,624+13.2% |