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 | $28,191 | $105,860-73.4% | $90,749-68.9% | $134,475-79.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -21.40% | -11.01%-10.4pp | -12.16%-9.2pp | 417.96%-439.4pp |
| Employer contribution / active EE | $908 | $3,462-73.8% | $2,921-68.9% | $4,740-80.8% |
| Participant deferral / active EE | $1,311 | $5,216-74.9% | $4,564-71.3% | $6,400-79.5% |
| Admin fee / account holder | $441 | $13,938-96.8% | $8,445-94.8% | $11,426-96.1% |