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 | $33,235 | $78,422-57.6% | $95,952-65.4% | $79,858-58.4% |
| Participation rate | 67.4% | 73.5%-6.1pp | 77.1%-9.7pp | 69.6%-2.2pp |
| Annual return | -4.16% | 19.37%-23.5pp | 91.61%-95.8pp | 31.71%-35.9pp |
| Employer contribution / active EE | $695 | $1,945-64.3% | $2,541-72.6% | $2,471-71.9% |
| Participant deferral / active EE | $1,040 | $3,440-69.8% | $4,167-75.1% | $3,740-72.2% |
| Admin fee / account holder | $10,502 | $5,622+86.8% | $6,795+54.5% | $5,306+97.9% |