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 | $67,225 | $62,586+7.4% | $76,768-12.4% | $64,186+4.7% |
| Participation rate | 16.0% | 72.8%-56.8pp | 77.0%-60.9pp | 69.6%-53.5pp |
| Annual return | -9.17% | -1.95%-7.2pp | 2.43%-11.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $379 | $3,145-88.0% | $3,852-90.2% | $3,470-89.1% |
| Admin fee / account holder | $929 | $4,667-80.1% | $6,675-86.1% | $4,888-81.0% |