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 | $42,542 | $46,674-8.9% | $117,472-63.8% | $68,494-37.9% |
| Participation rate | 26.1% | 56.8%-30.7pp | 70.6%-44.5pp | 67.9%-41.8pp |
| Annual return | -21.00% | -14.52%-6.5pp | 29.74%-50.7pp | -7.84%-13.2pp |
| Employer contribution / active EE | $358 | $1,505-76.2% | $4,176-91.4% | $2,596-86.2% |
| Participant deferral / active EE | $763 | $2,636-71.1% | $4,070-81.3% | $4,027-81.1% |
| Admin fee / account holder | $683 | $4,020-83.0% | $5,645-87.9% | $5,403-87.4% |