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 | $37,183 | $109,817-66.1% | $98,442-62.2% | $167,490-77.8% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | -6.87% | 1956.69%-1963.6pp | 1492.73%-1499.6pp | 478.56%-485.4pp |
| Employer contribution / active EE | $544 | $3,224-83.1% | $2,960-81.6% | $4,837-88.7% |
| Participant deferral / active EE | $683 | $4,673-85.4% | $4,276-84.0% | $6,341-89.2% |
| Admin fee / account holder | $8,930 | $6,753+32.2% | $5,949+50.1% | $12,309-27.5% |