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 | $91,387 | $42,894+113.1% | $60,874+50.1% | $68,494+33.4% |
| Participation rate | 20.0% | 66.8%-46.8pp | 73.1%-53.1pp | 67.9%-47.9pp |
| Annual return | -24.98% | -13.98%-11.0pp | 16.90%-41.9pp | -7.84%-17.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $568 | $2,867-80.2% | $3,817-85.1% | $4,027-85.9% |
| Admin fee / account holder | $3,729 | $3,101+20.3% | $3,224+15.7% | $5,403-31.0% |