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 | $44,787 | $82,664-45.8% | $125,339-64.3% | $68,494-34.6% |
| Participation rate | 18.2% | 75.0%-56.9pp | 82.4%-64.2pp | 67.9%-49.7pp |
| Annual return | -19.75% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,481 | $6,110-75.8% | $7,446-80.1% | $4,027-63.2% |
| Admin fee / account holder | $914 | $6,275-85.4% | $10,010-90.9% | $5,403-83.1% |