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 | $23,901 | $82,664-71.1% | $125,339-80.9% | $68,494-65.1% |
| Participation rate | 48.4% | 75.0%-26.7pp | 82.4%-34.0pp | 67.9%-19.5pp |
| Annual return | -20.06% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,039 | $3,381-69.3% | $4,814-78.4% | $2,596-60.0% |
| Participant deferral / active EE | $2,238 | $6,110-63.4% | $7,446-70.0% | $4,027-44.4% |
| Admin fee / account holder | $1,070 | $6,275-83.0% | $10,010-89.3% | $5,403-80.2% |