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 | $54,778 | $56,199-2.5% | $67,652-19.0% | $59,632-8.1% |
| Participation rate | 65.4% | 71.5%-6.1pp | 75.7%-10.3pp | 68.7%-3.3pp |
| Annual return | -5.42% | 18505.31%-18510.7pp | 6625.04%-6630.5pp | 2041.28%-2046.7pp |
| Employer contribution / active EE | $887 | $1,614-45.1% | $2,266-60.9% | $2,203-59.7% |
| Participant deferral / active EE | $972 | $2,844-65.8% | $3,560-72.7% | $3,192-69.6% |
| Admin fee / account holder | $2,367 | $3,958-40.2% | $4,821-50.9% | $4,297-44.9% |