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 | $82,283 | $42,383+94.1% | $76,523+7.5% | $64,186+28.2% |
| Participation rate | 15.4% | 58.1%-42.8pp | 68.0%-52.6pp | 69.6%-54.2pp |
| Annual return | -9.67% | -16.54%+6.9pp | -0.27%-9.4pp | 7.63%-17.3pp |
| Employer contribution / active EE | $251 | $1,563-83.9% | $2,647-90.5% | $2,381-89.4% |
| Participant deferral / active EE | $692 | $2,566-73.0% | $3,835-81.9% | $3,470-80.0% |
| Admin fee / account holder | $613 | $3,198-80.8% | $4,848-87.3% | $4,888-87.5% |