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 | $59,245 | $82,664-28.3% | $125,339-52.7% | $68,494-13.5% |
| Participation rate | 27.6% | 75.0%-47.5pp | 82.4%-54.8pp | 67.9%-40.3pp |
| Annual return | -22.30% | -5.97%-16.3pp | 572.05%-594.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,184 | $6,110-64.3% | $7,446-70.7% | $4,027-45.8% |
| Admin fee / account holder | $7,822 | $6,275+24.6% | $10,010-21.9% | $5,403+44.8% |