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 | $25,502 | $77,813-67.2% | $123,544-79.4% | $64,186-60.3% |
| Participation rate | 42.0% | 74.7%-32.7pp | 82.3%-40.3pp | 69.6%-27.6pp |
| Annual return | -10.71% | 12.48%-23.2pp | 119.20%-129.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $742 | $3,014-75.4% | $4,628-84.0% | $2,381-68.8% |
| Participant deferral / active EE | $1,204 | $5,240-77.0% | $6,426-81.3% | $3,470-65.3% |
| Admin fee / account holder | $682 | $5,519-87.6% | $9,284-92.7% | $4,888-86.1% |