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 | $51,878 | $64,707-19.8% | $112,228-53.8% | $68,494-24.3% |
| Participation rate | 43.1% | 67.2%-24.0pp | 75.1%-31.9pp | 67.9%-24.8pp |
| Annual return | -19.54% | -11.40%-8.1pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $938 | $2,746-65.8% | $3,635-74.2% | $2,596-63.9% |
| Participant deferral / active EE | $1,339 | $3,565-62.5% | $4,728-71.7% | $4,027-66.8% |
| Admin fee / account holder | $2,259 | $5,232-56.8% | $6,410-64.8% | $5,403-58.2% |