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 | $43,713 | $72,404-39.6% | $110,238-60.3% | $64,186-31.9% |
| Participation rate | 41.9% | 73.3%-31.5pp | 79.8%-38.0pp | 69.6%-27.7pp |
| Annual return | -8.03% | -6.29%-1.7pp | 314.74%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $581 | $2,282-74.5% | $3,826-84.8% | $2,381-75.6% |
| Participant deferral / active EE | $1,397 | $3,469-59.7% | $4,672-70.1% | $3,470-59.7% |
| Admin fee / account holder | $2,696 | $5,664-52.4% | $8,547-68.5% | $4,888-44.9% |