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 | $45,222 | $82,664-45.3% | $125,339-63.9% | $68,494-34.0% |
| Participation rate | 21.3% | 75.0%-53.8pp | 82.4%-61.1pp | 67.9%-46.6pp |
| Annual return | -20.81% | -5.97%-14.8pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,198 | $6,110-80.4% | $7,446-83.9% | $4,027-70.3% |
| Admin fee / account holder | $2,012 | $6,275-67.9% | $10,010-79.9% | $5,403-62.8% |