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 | $42,183 | $142,405-70.4% | $115,157-63.4% | $152,861-72.4% |
| Participation rate | 40.0% | 82.4%-42.4pp | 75.9%-35.9pp | 82.4%-42.4pp |
| Annual return | 2.69% | 41.48%-38.8pp | 35.60%-32.9pp | 345.32%-342.6pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $291 | $5,164-94.4% | $4,168-93.0% | $5,850-95.0% |
| Admin fee / account holder | $1,590 | $8,462-81.2% | $7,088-77.6% | $11,596-86.3% |