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 7-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 | $20,775 | $59,107-64.9% | $86,436-76.0% | $68,494-69.7% |
| Participation rate | 55.1% | 75.2%-20.2pp | 80.3%-25.3pp | 67.9%-12.8pp |
| Annual return | -77.15% | -0.23%-76.9pp | 4394.89%-4472.0pp | -7.84%-69.3pp |
| Employer contribution / active EE | $889 | $2,519-64.7% | $3,769-76.4% | $2,596-65.8% |
| Participant deferral / active EE | $2,030 | $5,901-65.6% | $6,952-70.8% | $4,027-49.6% |
| Admin fee / account holder | $1,238 | $5,637-78.0% | $6,731-81.6% | $5,403-77.1% |