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 | $31,925 | $133,958-76.2% | $112,228-71.6% | $134,475-76.3% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -21.63% | 47.11%-68.7pp | 27.45%-49.1pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,064 | $4,038-73.7% | $3,635-70.7% | $4,740-77.6% |
| Participant deferral / active EE | $1,064 | $5,291-79.9% | $4,728-77.5% | $6,400-83.4% |
| Admin fee / account holder | $1,080 | $7,489-85.6% | $6,410-83.2% | $11,426-90.6% |