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 10-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 | $32,803 | $102,604-68.0% | $86,188-61.9% | $139,434-76.5% |
| Participation rate | 4.5% | 74.5%-70.0pp | 69.0%-64.4pp | 80.3%-75.8pp |
| Annual return | -6.70% | 1922.51%-1929.2pp | 1168.45%-1175.1pp | 372.94%-379.6pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $36 | $4,676-99.2% | $3,985-99.1% | $6,710-99.5% |
| Admin fee / account holder | $568 | $8,657-93.4% | $6,852-91.7% | $11,403-95.0% |