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 | $19,578 | $140,940-86.1% | $112,229-82.6% | $139,434-86.0% |
| Participation rate | 44.4% | 79.2%-34.7pp | 72.4%-28.0pp | 80.3%-35.9pp |
| Annual return | -7.31% | 32.71%-40.0pp | 30.20%-37.5pp | 372.94%-380.3pp |
| Employer contribution / active EE | $892 | $4,283-79.2% | $3,430-74.0% | $4,751-81.2% |
| Participant deferral / active EE | $1,018 | $5,874-82.7% | $4,798-78.8% | $6,710-84.8% |
| Admin fee / account holder | $1,596 | $9,954-84.0% | $7,748-79.4% | $11,403-86.0% |