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 | $41,639 | $78,422-46.9% | $95,952-56.6% | $79,858-47.9% |
| Participation rate | 8.9% | 73.5%-64.6pp | 77.1%-68.2pp | 69.6%-60.8pp |
| Annual return | -44.66% | 19.37%-64.0pp | 91.61%-136.3pp | 31.71%-76.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $532 | $3,440-84.5% | $4,167-87.2% | $3,740-85.8% |
| Admin fee / account holder | $3,123 | $5,622-44.5% | $6,795-54.0% | $5,306-41.2% |