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 | $19,665 | $57,354-65.7% | $83,848-76.5% | $64,186-69.4% |
| Participation rate | 55.1% | 68.6%-13.5pp | 76.1%-21.0pp | 69.6%-14.5pp |
| Annual return | -15.62% | 11.38%-27.0pp | 850.88%-866.5pp | 7.63%-23.3pp |
| Employer contribution / active EE | $8,340 | $2,545+227.6% | $3,631+129.7% | $2,381+250.3% |
| Participant deferral / active EE | $410 | $2,993-86.3% | $4,082-89.9% | $3,470-88.2% |
| Admin fee / account holder | $1,185 | $4,046-70.7% | $5,478-78.4% | $4,888-75.8% |