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 | $43,961 | $50,958-13.7% | $74,550-41.0% | $64,186-31.5% |
| Participation rate | 27.1% | 61.1%-34.0pp | 69.1%-42.1pp | 69.6%-42.5pp |
| Annual return | -8.61% | -1.86%-6.8pp | 32.53%-41.1pp | 7.63%-16.2pp |
| Employer contribution / active EE | $650 | $1,115-41.7% | $1,961-66.9% | $2,381-72.7% |
| Participant deferral / active EE | $916 | $2,301-60.2% | $3,108-70.5% | $3,470-73.6% |
| Admin fee / account holder | $553 | $4,223-86.9% | $5,060-89.1% | $4,888-88.7% |