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 | $41,937 | $64,119-34.6% | $112,228-62.6% | $66,914-37.3% |
| Participation rate | 21.4% | 68.5%-47.1pp | 75.1%-53.7pp | 69.8%-48.4pp |
| Annual return | -23.49% | -13.81%-9.7pp | 27.45%-50.9pp | 1.58%-25.1pp |
| Employer contribution / active EE | $979 | $3,005-67.4% | $3,635-73.1% | $2,544-61.5% |
| Participant deferral / active EE | $1,358 | $3,693-63.2% | $4,728-71.3% | $4,237-68.0% |
| Admin fee / account holder | $3,862 | $625+517.7% | $6,410-39.8% | $593+550.9% |