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 | $32,200 | $72,404-55.5% | $110,238-70.8% | $64,186-49.8% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -11.67% | -6.29%-5.4pp | 314.74%-326.4pp | 7.63%-19.3pp |
| Employer contribution / active EE | $2,100 | $2,282-8.0% | $3,826-45.1% | $2,381-11.8% |
| Participant deferral / active EE | $1,421 | $3,469-59.0% | $4,672-69.6% | $3,470-59.0% |
| Admin fee / account holder | $3,041 | $5,664-46.3% | $8,547-64.4% | $4,888-37.8% |