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 | $22,238 | $105,931-79.0% | $81,930-72.9% | $158,922-86.0% |
| Participation rate | 21.7% | 75.6%-53.9pp | 72.0%-50.3pp | 82.0%-60.2pp |
| Annual return | -5.14% | 38.17%-43.3pp | 29.49%-34.6pp | 302.83%-308.0pp |
| Employer contribution / active EE | $305 | $7,800-96.1% | $4,310-92.9% | $4,761-93.6% |
| Participant deferral / active EE | $660 | $13,003-94.9% | $7,107-90.7% | $5,982-89.0% |
| Admin fee / account holder | $2,217 | $8,489-73.9% | $5,158-57.0% | $11,246-80.3% |