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 | $53,411 | $77,813-31.4% | $123,544-56.8% | $64,186-16.8% |
| Participation rate | 40.7% | 74.7%-34.0pp | 82.3%-41.6pp | 69.6%-28.8pp |
| Annual return | -8.63% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,897 | $5,240-63.8% | $6,426-70.5% | $3,470-45.3% |
| Admin fee / account holder | $3,467 | $5,519-37.2% | $9,284-62.7% | $4,888-29.1% |