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 | $47,616 | $162,781-70.7% | $133,956-64.5% | $158,922-70.0% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | -6.11% | 41.94%-48.1pp | 45.09%-51.2pp | 302.83%-308.9pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $512 | $5,911-91.3% | $5,048-89.9% | $5,982-91.4% |
| Admin fee / account holder | $9,156 | $11,736-22.0% | $8,927+2.6% | $11,246-18.6% |