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 | $109,200 | $175,600-37.8% | $129,110-15.4% | $134,475-18.8% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -23.48% | -11.39%-12.1pp | -10.94%-12.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,322 | $6,355-79.2% | $5,052-73.8% | $4,740-72.1% |
| Participant deferral / active EE | $1,891 | $7,975-76.3% | $6,542-71.1% | $6,400-70.5% |
| Admin fee / account holder | $4,137 | $23,567-82.4% | $14,302-71.1% | $11,426-63.8% |