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 | $88,276 | $133,922-34.1% | $116,228-24.0% | $142,382-38.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | -4.94% | 147.76%-152.7pp | 90.06%-95.0pp | 217.08%-222.0pp |
| Employer contribution / active EE | $835 | $3,446-75.8% | $2,994-72.1% | $4,299-80.6% |
| Participant deferral / active EE | $1,365 | $5,672-75.9% | $4,953-72.4% | $6,507-79.0% |
| Admin fee / account holder | $946 | $14,945-93.7% | $11,989-92.1% | $12,624-92.5% |