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 | $44,213 | $100,754-56.1% | $86,677-49.0% | $134,475-67.1% |
| Participation rate | 41.2% | 78.9%-37.8pp | 76.6%-35.4pp | 81.2%-40.0pp |
| Annual return | -21.39% | 29.04%-50.4pp | 35.91%-57.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $958 | $3,489-72.5% | $2,836-66.2% | $4,740-79.8% |
| Participant deferral / active EE | $1,259 | $5,338-76.4% | $4,656-73.0% | $6,400-80.3% |
| Admin fee / account holder | $334 | $10,926-96.9% | $7,493-95.5% | $11,426-97.1% |