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 7-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 | $24,915 | $102,317-75.6% | $146,958-83.0% | $80,856-69.2% |
| Participation rate | 55.8% | 75.8%-20.1pp | 82.2%-26.4pp | 67.6%-11.9pp |
| Annual return | -11.42% | 134.76%-146.2pp | 418.34%-429.8pp | 35.59%-47.0pp |
| Employer contribution / active EE | $1,083 | $3,713-70.8% | $4,933-78.0% | $2,755-60.7% |
| Participant deferral / active EE | $1,164 | $6,644-82.5% | $8,070-85.6% | $4,296-72.9% |
| Admin fee / account holder | $467 | $7,941-94.1% | $12,998-96.4% | $6,918-93.3% |