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 | $71,680 | $82,664-13.3% | $125,339-42.8% | $68,494+4.7% |
| Participation rate | 51.5% | 75.0%-23.5pp | 82.4%-30.9pp | 67.9%-16.4pp |
| Annual return | -20.56% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $365 | $6,110-94.0% | $7,446-95.1% | $4,027-90.9% |
| Admin fee / account holder | $7,864 | $6,275+25.3% | $10,010-21.4% | $5,403+45.6% |