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 | $26,194 | $84,695-69.1% | $73,843-64.5% | $125,391-79.1% |
| Participation rate | 30.0% | 76.8%-46.8pp | 73.4%-43.4pp | 83.2%-53.2pp |
| Annual return | -3.86% | 3123.53%-3127.4pp | 2267.84%-2271.7pp | 282.22%-286.1pp |
| Employer contribution / active EE | $94 | $3,123-97.0% | $2,787-96.6% | $4,866-98.1% |
| Participant deferral / active EE | $285 | $3,992-92.9% | $3,583-92.0% | $5,352-94.7% |
| Admin fee / account holder | $2,620 | $5,691-54.0% | $4,880-46.3% | $9,540-72.5% |