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 | $38,849 | $77,813-50.1% | $123,544-68.6% | $64,186-39.5% |
| Participation rate | 39.4% | 74.7%-35.3pp | 82.3%-42.9pp | 69.6%-30.2pp |
| Annual return | -9.54% | 12.48%-22.0pp | 119.20%-128.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,099 | $3,014-63.5% | $4,628-76.2% | $2,381-53.8% |
| Participant deferral / active EE | $1,880 | $5,240-64.1% | $6,426-70.7% | $3,470-45.8% |
| Admin fee / account holder | $1,245 | $5,519-77.4% | $9,284-86.6% | $4,888-74.5% |