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 8-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 | $44,935 | $110,094-59.2% | $151,611-70.4% | $68,494-34.4% |
| Participation rate | 65.7% | 84.0%-18.2pp | 87.5%-21.8pp | 67.9%-2.2pp |
| Annual return | -18.91% | -10.12%-8.8pp | 3.33%-22.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,443 | $4,471-45.4% | $6,166-60.4% | $2,596-5.9% |
| Participant deferral / active EE | $1,495 | $6,527-77.1% | $8,363-82.1% | $4,027-62.9% |
| Admin fee / account holder | $2,372 | $7,719-69.3% | $11,616-79.6% | $5,403-56.1% |