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 | $125,880 | $138,065-8.8% | $123,544+1.9% | $135,375-7.0% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | -11.18% | 153.68%-164.9pp | 119.20%-130.4pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,323 | $5,151-74.3% | $4,628-71.4% | $4,779-72.3% |
| Participant deferral / active EE | $2,129 | $6,799-68.7% | $6,426-66.9% | $5,609-62.0% |
| Admin fee / account holder | $832 | $10,916-92.4% | $9,284-91.0% | $10,827-92.3% |