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 | $51,778 | $62,586-17.3% | $76,768-32.6% | $64,186-19.3% |
| Participation rate | 22.2% | 72.8%-50.6pp | 77.0%-54.7pp | 69.6%-47.3pp |
| Annual return | -8.93% | -1.95%-7.0pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $733 | $1,832-60.0% | $2,485-70.5% | $2,381-69.2% |
| Participant deferral / active EE | $1,093 | $3,145-65.2% | $3,852-71.6% | $3,470-68.5% |
| Admin fee / account holder | $1,993 | $4,667-57.3% | $6,675-70.1% | $4,888-59.2% |