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 | $18,150 | $102,966-82.4% | $90,281-79.9% | $152,861-88.1% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.4%-39.6pp |
| Annual return | 0.76% | 95.16%-94.4pp | 78.10%-77.3pp | 345.32%-344.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $386 | $4,281-91.0% | $3,885-90.1% | $5,850-93.4% |
| Admin fee / account holder | $3,872 | $6,171-37.2% | $5,351-27.6% | $11,596-66.6% |