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 | $151,402 | $79,633+90.1% | $93,789+61.4% | $68,494+121.0% |
| Participation rate | 36.7% | 75.4%-38.7pp | 81.0%-44.3pp | 67.9%-31.2pp |
| Annual return | -19.63% | -0.10%-19.5pp | -11.33%-8.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $938 | $5,158-81.8% | $6,094-84.6% | $4,027-76.7% |
| Admin fee / account holder | $3,910 | $6,871-43.1% | $7,195-45.7% | $5,403-27.6% |