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 | $44,945 | $58,927-23.7% | $76,817-41.5% | $72,985-38.4% |
| Participation rate | 11.5% | 67.3%-55.9pp | 72.1%-60.6pp | 69.5%-58.0pp |
| Annual return | 0.32% | 2305.64%-2305.3pp | 1166.11%-1165.8pp | 81.00%-80.7pp |
| Employer contribution / active EE | $1,228 | $1,787-31.3% | $2,302-46.7% | $2,440-49.7% |
| Participant deferral / active EE | $386 | $2,690-85.6% | $3,336-88.4% | $3,607-89.3% |
| Admin fee / account holder | $3,853 | $4,013-4.0% | $6,420-40.0% | $5,124-24.8% |