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 | $42,560 | $110,094-61.3% | $151,611-71.9% | $68,494-37.9% |
| Participation rate | 51.4% | 84.0%-32.6pp | 87.5%-36.1pp | 67.9%-16.5pp |
| Annual return | -20.93% | -10.12%-10.8pp | 3.33%-24.3pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,779 | $6,527-72.7% | $8,363-78.7% | $4,027-55.8% |
| Admin fee / account holder | $1,855 | $7,719-76.0% | $11,616-84.0% | $5,403-65.7% |