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 9-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 | $67,043 | $56,484+18.7% | $169,463-60.4% | $64,186+4.5% |
| Participation rate | 23.7% | 64.5%-40.8pp | 77.8%-54.1pp | 69.6%-45.8pp |
| Annual return | -8.61% | -1.55%-7.1pp | 1.83%-10.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $969 | $3,448-71.9% | $5,277-81.6% | $3,470-72.1% |
| Admin fee / account holder | $491 | $4,174-88.2% | $9,109-94.6% | $4,888-90.0% |