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 | $26,938 | $76,000-64.6% | $154,107-82.5% | $64,186-58.0% |
| Participation rate | 43.8% | 70.4%-26.7pp | 83.0%-39.3pp | 69.6%-25.8pp |
| Annual return | -9.76% | 30.32%-40.1pp | 735.12%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $398 | $3,351-88.1% | $5,298-92.5% | $2,381-83.3% |
| Participant deferral / active EE | $730 | $3,175-77.0% | $5,081-85.6% | $3,470-79.0% |
| Admin fee / account holder | $2,711 | $5,596-51.6% | $13,411-79.8% | $4,888-44.5% |