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 9-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 | $30,061 | $135,952-77.9% | $123,892-75.7% | $273,961-89.0% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | -32.82% | 56.63%-89.5pp | 47.52%-80.3pp | 41.45%-74.3pp |
| Employer contribution / active EE | $1,445 | $5,170-72.0% | $4,617-68.7% | $4,869-70.3% |
| Participant deferral / active EE | $1,622 | $6,343-74.4% | $5,984-72.9% | $5,287-69.3% |
| Admin fee / account holder | $5,751 | $9,817-41.4% | $8,357-31.2% | $10,132-43.2% |