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 | $39,699 | $71,883-44.8% | $86,677-54.2% | $68,494-42.0% |
| Participation rate | 34.6% | 72.2%-37.6pp | 76.6%-42.0pp | 67.9%-33.3pp |
| Annual return | -19.26% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,366 | $3,779-63.8% | $4,656-70.7% | $4,027-66.1% |
| Admin fee / account holder | $576 | $6,112-90.6% | $7,493-92.3% | $5,403-89.3% |