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 | $28,274 | $52,681-46.3% | $75,781-62.7% | $59,632-52.6% |
| Participation rate | 62.7% | 67.2%-4.6pp | 75.8%-13.2pp | 68.7%-6.0pp |
| Annual return | -8.78% | 2.95%-11.7pp | 9.68%-18.5pp | 2041.28%-2050.1pp |
| Employer contribution / active EE | $10,113 | $2,193+361.1% | $3,323+204.3% | $2,203+359.1% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,457 | $3,610-4.2% | $5,299-34.8% | $4,297-19.6% |