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 | $26,412 | $77,813-66.1% | $123,544-78.6% | $64,186-58.9% |
| Participation rate | 45.3% | 74.7%-29.4pp | 82.3%-36.9pp | 69.6%-24.2pp |
| Annual return | -10.69% | 12.48%-23.2pp | 119.20%-129.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,317 | $3,014-56.3% | $4,628-71.5% | $2,381-44.7% |
| Participant deferral / active EE | $2,143 | $5,240-59.1% | $6,426-66.6% | $3,470-38.2% |
| Admin fee / account holder | $980 | $5,519-82.3% | $9,284-89.4% | $4,888-80.0% |