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 | $43,332 | $54,762-20.9% | $90,281-52.0% | $72,985-40.6% |
| Participation rate | 46.9% | 65.1%-18.3pp | 73.3%-26.4pp | 69.5%-22.6pp |
| Annual return | -0.01% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $825 | $2,092-60.6% | $2,854-71.1% | $2,440-66.2% |
| Participant deferral / active EE | $775 | $2,887-73.1% | $3,885-80.0% | $3,607-78.5% |
| Admin fee / account holder | $63,924 | $3,972+1509.3% | $5,351+1094.6% | $5,124+1147.5% |