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 | $51,609 | $126,574-59.2% | $106,213-51.4% | $145,922-64.6% |
| Participation rate | 46.2% | 77.6%-31.5pp | 75.3%-29.1pp | 80.3%-34.1pp |
| Annual return | -53.46% | 224.79%-278.2pp | 116.14%-169.6pp | 561.29%-614.7pp |
| Employer contribution / active EE | $1,048 | $3,730-71.9% | $3,171-67.0% | $4,660-77.5% |
| Participant deferral / active EE | $1,048 | $5,724-81.7% | $5,016-79.1% | $6,688-84.3% |
| Admin fee / account holder | $1,878 | $17,304-89.1% | $11,033-83.0% | $13,397-86.0% |