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 | $31,554 | $154,365-79.6% | $130,231-75.8% | $139,434-77.4% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.3%-51.3pp | 80.3%-55.3pp |
| Annual return | -69.75% | 30.34%-100.1pp | 38.77%-108.5pp | 372.94%-442.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $861 | $8,498-89.9% | $6,799-87.3% | $6,710-87.2% |
| Admin fee / account holder | $3,443 | $9,214-62.6% | $6,020-42.8% | $11,403-69.8% |