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 7-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 | $41,339 | $110,094-62.5% | $151,611-72.7% | $68,494-39.6% |
| Participation rate | 41.7% | 84.0%-42.3pp | 87.5%-45.8pp | 67.9%-26.2pp |
| Annual return | -20.49% | -10.12%-10.4pp | 3.33%-23.8pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,178 | $6,527-66.6% | $8,363-74.0% | $4,027-45.9% |
| Admin fee / account holder | $984 | $7,719-87.3% | $11,616-91.5% | $5,403-81.8% |