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 | $40,550 | $165,335-75.5% | $149,696-72.9% | $158,922-74.5% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | -8.49% | 348.15%-356.6pp | 276.60%-285.1pp | 302.83%-311.3pp |
| Employer contribution / active EE | $1,157 | $5,103-77.3% | $4,644-75.1% | $4,761-75.7% |
| Participant deferral / active EE | $2,314 | $7,181-67.8% | $6,842-66.2% | $5,982-61.3% |
| Admin fee / account holder | $45,782 | $10,807+323.7% | $9,309+391.8% | $11,246+307.1% |