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 | $29,238 | $55,449-47.3% | $83,848-65.1% | $56,287-48.1% |
| Participation rate | 45.0% | 68.0%-23.1pp | 76.1%-31.2pp | 69.9%-24.9pp |
| Annual return | -7.97% | -1.38%-6.6pp | 850.88%-858.8pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,489 | $2,430-38.7% | $3,631-59.0% | $2,111-29.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $484 | $656-26.3% | $5,478-91.2% | $521-7.1% |