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 5-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 | $27,973 | $138,044-79.7% | $125,339-77.7% | $134,475-79.2% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -23.42% | 750.33%-773.7pp | 572.05%-595.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,364 | $5,243-74.0% | $4,814-71.7% | $4,740-71.2% |
| Participant deferral / active EE | $2,522 | $7,799-67.7% | $7,446-66.1% | $6,400-60.6% |
| Admin fee / account holder | $653 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |