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 | $62,756 | $92,703-32.3% | $82,719-24.1% | $134,475-53.3% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -31.21% | 944.92%-976.1pp | 701.18%-732.4pp | 417.96%-449.2pp |
| Employer contribution / active EE | $562 | $3,274-82.8% | $3,009-81.3% | $4,740-88.1% |
| Participant deferral / active EE | $885 | $4,802-81.6% | $4,395-79.9% | $6,400-86.2% |
| Admin fee / account holder | $834 | $5,983-86.1% | $5,329-84.4% | $11,426-92.7% |