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 | $23,093 | $82,664-72.1% | $125,339-81.6% | $68,494-66.3% |
| Participation rate | 63.0% | 75.0%-12.0pp | 82.4%-19.3pp | 67.9%-4.8pp |
| Annual return | -19.98% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,799 | $3,381+12.4% | $4,814-21.1% | $2,596+46.3% |
| Participant deferral / active EE | $2,004 | $6,110-67.2% | $7,446-73.1% | $4,027-50.2% |
| Admin fee / account holder | $4,321 | $6,275-31.1% | $10,010-56.8% | $5,403-20.0% |