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 | $33,318 | $97,044-65.7% | $83,333-60.0% | $135,375-75.4% |
| Participation rate | 17.6% | 80.4%-62.8pp | 77.8%-60.1pp | 82.6%-65.0pp |
| Annual return | -18.28% | 12.31%-30.6pp | 10.63%-28.9pp | 519.73%-538.0pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,360 | $5,964-77.2% | $5,565-75.6% | $5,609-75.7% |
| Admin fee / account holder | $7,284 | $8,380-13.1% | $7,510-3.0% | $10,827-32.7% |