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 | $57,108 | $99,640-42.7% | $86,436-33.9% | $134,475-57.5% |
| Participation rate | 57.1% | 82.0%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -21.14% | 6782.58%-6803.7pp | 4394.89%-4416.0pp | 417.96%-439.1pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,643 | $7,246-77.3% | $6,952-76.4% | $6,400-74.3% |
| Admin fee / account holder | $23,661 | $8,371+182.6% | $6,731+251.5% | $11,426+107.1% |