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 | $70,801 | $52,279+35.4% | $89,391-20.8% | $79,858-11.3% |
| Participation rate | 29.0% | 57.5%-28.5pp | 68.0%-38.9pp | 69.6%-40.6pp |
| Annual return | -4.65% | 22.16%-26.8pp | 245.62%-250.3pp | 31.71%-36.4pp |
| Employer contribution / active EE | $560 | $1,572-64.4% | $2,586-78.3% | $2,471-77.3% |
| Participant deferral / active EE | $584 | $2,740-78.7% | $3,890-85.0% | $3,740-84.4% |
| Admin fee / account holder | $32,377 | $3,356+864.6% | $4,881+563.3% | $5,306+510.2% |