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 | $51,319 | $81,900-37.3% | $119,609-57.1% | $68,494-25.1% |
| Participation rate | 38.6% | 71.9%-33.3pp | 79.3%-40.6pp | 67.9%-29.3pp |
| Annual return | -25.44% | -23.82%-1.6pp | -14.97%-10.5pp | -7.84%-17.6pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,758 | $4,148-57.6% | $5,602-68.6% | $4,027-56.4% |
| Admin fee / account holder | $3,607 | $6,582-45.2% | $10,323-65.1% | $5,403-33.2% |