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 | $30,110 | $162,781-81.5% | $133,956-77.5% | $158,922-81.1% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | -0.66% | 41.94%-42.6pp | 45.09%-45.8pp | 302.83%-303.5pp |
| Employer contribution / active EE | $1,102 | $4,975-77.9% | $3,919-71.9% | $4,761-76.9% |
| Participant deferral / active EE | $1,242 | $5,911-79.0% | $5,048-75.4% | $5,982-79.2% |
| Admin fee / account holder | $37,872 | $11,736+222.7% | $8,927+324.2% | $11,246+236.8% |