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 | $34,901 | $49,177-29.0% | $79,464-56.1% | $64,186-45.6% |
| Participation rate | 32.1% | 65.0%-32.9pp | 73.3%-41.2pp | 69.6%-37.4pp |
| Annual return | -9.27% | -1.16%-8.1pp | 718.14%-727.4pp | 7.63%-16.9pp |
| Employer contribution / active EE | $412 | $2,076-80.1% | $2,800-85.3% | $2,381-82.7% |
| Participant deferral / active EE | $722 | $2,821-74.4% | $3,704-80.5% | $3,470-79.2% |
| Admin fee / account holder | $1,219 | $3,839-68.2% | $5,113-76.2% | $4,888-75.1% |