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 9-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 | $30,175 | $115,770-73.9% | $101,248-70.2% | $158,922-81.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | -35.50% | 56.14%-91.6pp | 46.47%-82.0pp | 302.83%-338.3pp |
| Employer contribution / active EE | $1,060 | $4,175-74.6% | $3,660-71.0% | $4,761-77.7% |
| Participant deferral / active EE | $1,060 | $4,957-78.6% | $4,370-75.7% | $5,982-82.3% |
| Admin fee / account holder | $15,466 | $7,245+113.5% | $5,945+160.1% | $11,246+37.5% |