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 | $40,415 | $197,591-79.5% | $177,821-77.3% | $158,922-74.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | -9.42% | 58.76%-68.2pp | 48.32%-57.7pp | 302.83%-312.2pp |
| Employer contribution / active EE | $1,829 | $6,697-72.7% | $5,918-69.1% | $4,761-61.6% |
| Participant deferral / active EE | $1,173 | $8,405-86.0% | $7,714-84.8% | $5,982-80.4% |
| Admin fee / account holder | $1,295 | $15,399-91.6% | $12,427-89.6% | $11,246-88.5% |