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 | $64,461 | $99,341-35.1% | $84,750-23.9% | $273,961-76.5% |
| Participation rate | 52.9% | 80.7%-27.7pp | 76.6%-23.6pp | 83.0%-30.1pp |
| Annual return | -7.14% | 22.93%-30.1pp | 22.78%-29.9pp | 41.45%-48.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $953 | $4,269-77.7% | $3,712-74.3% | $5,287-82.0% |
| Admin fee / account holder | $787 | $6,644-88.2% | $5,332-85.2% | $10,132-92.2% |