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 | $33,935 | $81,900-58.6% | $119,609-71.6% | $68,494-50.5% |
| Participation rate | 34.0% | 71.9%-37.9pp | 79.3%-45.3pp | 67.9%-33.9pp |
| Annual return | -22.85% | -23.82%+1.0pp | -14.97%-7.9pp | -7.84%-15.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $593 | $4,148-85.7% | $5,602-89.4% | $4,027-85.3% |
| Admin fee / account holder | $4,157 | $6,582-36.8% | $10,323-59.7% | $5,403-23.1% |