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 | $54,564 | $65,365-16.5% | $92,893-41.3% | $72,985-25.2% |
| Participation rate | 39.5% | 68.3%-28.8pp | 76.0%-36.5pp | 69.5%-30.0pp |
| Annual return | -45.46% | 42.10%-87.6pp | 109.41%-154.9pp | 81.00%-126.5pp |
| Employer contribution / active EE | $983 | $2,594-62.1% | $3,653-73.1% | $2,440-59.7% |
| Participant deferral / active EE | $1,220 | $3,128-61.0% | $4,236-71.2% | $3,607-66.2% |
| Admin fee / account holder | $3,321 | $4,251-21.9% | $5,794-42.7% | $5,124-35.2% |