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 | $24,096 | $45,152-46.6% | $73,843-67.4% | $59,632-59.6% |
| Participation rate | 6.5% | 64.0%-57.5pp | 73.4%-66.9pp | 68.7%-62.2pp |
| Annual return | -3.20% | 27.40%-30.6pp | 2267.84%-2271.0pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $647 | $2,574-74.9% | $3,583-81.9% | $3,192-79.7% |
| Admin fee / account holder | $1,386 | $3,516-60.6% | $4,880-71.6% | $4,297-67.8% |