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 | $31,979 | $111,754-71.4% | $103,333-69.1% | $145,922-78.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | -3.45% | 24.77%-28.2pp | 24.88%-28.3pp | 561.29%-564.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,371 | $5,619-75.6% | $5,057-72.9% | $6,688-79.5% |
| Admin fee / account holder | $5,633 | $9,750-42.2% | $8,355-32.6% | $13,397-58.0% |