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 | $20,133 | $96,635-79.2% | $86,612-76.8% | $139,434-85.6% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | -0.04% | 106.41%-106.5pp | 591.07%-591.1pp | 372.94%-373.0pp |
| Employer contribution / active EE | $521 | $3,263-84.0% | $3,022-82.8% | $4,751-89.0% |
| Participant deferral / active EE | $703 | $4,836-85.5% | $4,438-84.2% | $6,710-89.5% |
| Admin fee / account holder | $1,721 | $6,408-73.1% | $5,614-69.4% | $11,403-84.9% |