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 | $76,564 | $54,350+40.9% | $82,719-7.4% | $68,494+11.8% |
| Participation rate | 9.3% | 63.9%-54.6pp | 72.6%-63.2pp | 67.9%-58.6pp |
| Annual return | -23.40% | -13.67%-9.7pp | 701.18%-724.6pp | -7.84%-15.6pp |
| Employer contribution / active EE | $283 | $2,218-87.2% | $3,009-90.6% | $2,596-89.1% |
| Participant deferral / active EE | $657 | $3,246-79.7% | $4,395-85.0% | $4,027-83.7% |
| Admin fee / account holder | $1,924 | $4,395-56.2% | $5,329-63.9% | $5,403-64.4% |