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 | $54,466 | $105,860-48.5% | $90,749-40.0% | $134,475-59.5% |
| Participation rate | 26.3% | 78.2%-51.9pp | 75.7%-49.4pp | 81.2%-54.9pp |
| Annual return | -23.15% | -11.01%-12.1pp | -12.16%-11.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $509 | $5,216-90.2% | $4,564-88.9% | $6,400-92.1% |
| Admin fee / account holder | $6,407 | $13,938-54.0% | $8,445-24.1% | $11,426-43.9% |