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 | $134,034 | $167,307-19.9% | $143,757-6.8% | $134,475-0.3% |
| Participation rate | 16.7% | 84.8%-68.1pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -35.35% | 0.46%-35.8pp | -0.04%-35.3pp | 417.96%-453.3pp |
| Employer contribution / active EE | $1,566 | $5,619-72.1% | $4,951-68.4% | $4,740-67.0% |
| Participant deferral / active EE | $1,838 | $6,446-71.5% | $5,637-67.4% | $6,400-71.3% |
| Admin fee / account holder | $1,365 | $18,088-92.5% | $14,673-90.7% | $11,426-88.1% |