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 | $139,288 | $54,350+156.3% | $82,719+68.4% | $68,494+103.4% |
| Participation rate | 17.9% | 63.9%-46.0pp | 72.6%-54.6pp | 67.9%-49.9pp |
| Annual return | -21.48% | -13.67%-7.8pp | 701.18%-722.7pp | -7.84%-13.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $736 | $3,246-77.3% | $4,395-83.2% | $4,027-81.7% |
| Admin fee / account holder | $1,093 | $4,395-75.1% | $5,329-79.5% | $5,403-79.8% |