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 | $59,023 | $44,642+32.2% | $91,220-35.3% | $66,914-11.8% |
| Participation rate | 15.3% | 64.9%-49.6pp | 73.2%-57.9pp | 69.8%-54.5pp |
| Annual return | -19.31% | -12.29%-7.0pp | 114.01%-133.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $446 | $1,706-73.8% | $2,850-84.3% | $2,544-82.5% |
| Participant deferral / active EE | $858 | $3,349-74.4% | $4,234-79.7% | $4,237-79.7% |
| Admin fee / account holder | $5,388 | $521+933.3% | $5,420-0.6% | $593+808.3% |