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 8-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 | $88,702 | $86,655+2.4% | $119,609-25.8% | $66,914+32.6% |
| Participation rate | 29.7% | 75.6%-45.9pp | 79.3%-49.6pp | 69.8%-40.1pp |
| Annual return | -18.63% | -8.00%-10.6pp | -14.97%-3.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,219 | $2,536-51.9% | $4,232-71.2% | $2,544-52.1% |
| Participant deferral / active EE | $1,285 | $4,358-70.5% | $5,602-77.1% | $4,237-69.7% |
| Admin fee / account holder | $6,196 | $755+721.0% | $10,323-40.0% | $593+944.4% |