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 | $36,937 | $88,083-58.1% | $164,813-77.6% | $74,495-50.4% |
| Participation rate | 53.0% | 73.0%-20.0pp | 78.6%-25.6pp | 67.2%-14.2pp |
| Annual return | 9.88% | 17.26%-7.4pp | 69.93%-60.1pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,429 | $4,498-68.2% | $6,031-76.3% | $4,346-67.1% |
| Admin fee / account holder | $1,505 | $2,234-32.6% | $12,690-88.1% | $1,942-22.5% |