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 9-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 | $54,293 | $52,884+2.7% | $84,750-35.9% | $55,167-1.6% |
| Participation rate | 13.9% | 67.5%-53.6pp | 76.6%-62.7pp | 69.0%-55.1pp |
| Annual return | -1.61% | 18.03%-19.6pp | 22.78%-24.4pp | 169.23%-170.8pp |
| Employer contribution / active EE | $561 | $2,233-74.9% | $3,574-84.3% | $1,963-71.4% |
| Participant deferral / active EE | $600 | $2,644-77.3% | $3,712-83.8% | $3,054-80.3% |
| Admin fee / account holder | $5,301 | $581+812.8% | $5,332-0.6% | $504+951.9% |