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 | $99,611 | $82,664+20.5% | $125,339-20.5% | $68,494+45.4% |
| Participation rate | 58.8% | 75.0%-16.2pp | 82.4%-23.5pp | 67.9%-9.1pp |
| Annual return | -22.52% | -5.97%-16.5pp | 572.05%-594.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,197 | $3,381-64.6% | $4,814-75.1% | $2,596-53.9% |
| Participant deferral / active EE | $2,153 | $6,110-64.8% | $7,446-71.1% | $4,027-46.5% |
| Admin fee / account holder | $1,241 | $6,275-80.2% | $10,010-87.6% | $5,403-77.0% |