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 9-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 | $36,677 | $142,344-74.2% | $119,609-69.3% | $134,475-72.7% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -21.44% | -12.44%-9.0pp | -14.97%-6.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,276 | $5,222-75.6% | $4,232-69.8% | $4,740-73.1% |
| Participant deferral / active EE | $1,665 | $6,469-74.3% | $5,602-70.3% | $6,400-74.0% |
| Admin fee / account holder | $403 | $13,584-97.0% | $10,323-96.1% | $11,426-96.5% |