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 | $67,336 | $138,065-51.2% | $123,544-45.5% | $135,375-50.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.76% | 153.68%-163.4pp | 119.20%-129.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,127 | $5,151-78.1% | $4,628-75.6% | $4,779-76.4% |
| Participant deferral / active EE | $1,289 | $6,799-81.0% | $6,426-79.9% | $5,609-77.0% |
| Admin fee / account holder | $13,486 | $10,916+23.5% | $9,284+45.3% | $10,827+24.6% |