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 | $37,882 | $83,902-54.9% | $167,512-77.4% | $84,808-55.3% |
| Participation rate | 69.0% | 66.5%+2.5pp | 77.1%-8.1pp | 68.3%+0.7pp |
| Annual return | 11.41% | 91.55%-80.1pp | 1615.79%-1604.4pp | 40.90%-29.5pp |
| Employer contribution / active EE | $4,376 | $2,264+93.3% | $3,882+12.7% | $2,631+66.3% |
| Participant deferral / active EE | $0 | $4,442-100.0% | $6,405-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,081 | $7,915-61.1% | $9,769-68.5% | $7,344-58.0% |