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 | $34,203 | $138,065-75.2% | $123,544-72.3% | $135,375-74.7% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -14.27% | 153.68%-168.0pp | 119.20%-133.5pp | 519.73%-534.0pp |
| Employer contribution / active EE | $1,003 | $5,151-80.5% | $4,628-78.3% | $4,779-79.0% |
| Participant deferral / active EE | $1,281 | $6,799-81.2% | $6,426-80.1% | $5,609-77.2% |
| Admin fee / account holder | $596 | $10,916-94.5% | $9,284-93.6% | $10,827-94.5% |