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 | $61,150 | $177,572-65.6% | $154,803-60.5% | $142,382-57.1% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | -6.45% | 65.07%-71.5pp | 58.88%-65.3pp | 217.08%-223.5pp |
| Employer contribution / active EE | $1,263 | $4,810-73.7% | $4,305-70.7% | $4,299-70.6% |
| Participant deferral / active EE | $1,246 | $6,272-80.1% | $5,540-77.5% | $6,507-80.9% |
| Admin fee / account holder | $14,115 | $16,786-15.9% | $14,329-1.5% | $12,624+11.8% |