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 6-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 | $79,125 | $175,202-54.8% | $149,673-47.1% | $139,434-43.3% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | -0.08% | 166.71%-166.8pp | 134.42%-134.5pp | 372.94%-373.0pp |
| Employer contribution / active EE | $1,360 | $5,474-75.2% | $4,818-71.8% | $4,751-71.4% |
| Participant deferral / active EE | $1,750 | $6,519-73.2% | $5,680-69.2% | $6,710-73.9% |
| Admin fee / account holder | $101,422 | $16,150+528.0% | $13,210+667.8% | $11,403+789.5% |