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 | $89,999 | $142,344-36.8% | $119,609-24.8% | $134,475-33.1% |
| Participation rate | 60.9% | 82.8%-21.9pp | 79.3%-18.4pp | 81.2%-20.4pp |
| Annual return | -26.53% | -12.44%-14.1pp | -14.97%-11.6pp | 417.96%-444.5pp |
| Employer contribution / active EE | $1,701 | $5,222-67.4% | $4,232-59.8% | $4,740-64.1% |
| Participant deferral / active EE | $1,946 | $6,469-69.9% | $5,602-65.3% | $6,400-69.6% |
| Admin fee / account holder | $4,431 | $13,584-67.4% | $10,323-57.1% | $11,426-61.2% |