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 | $29,277 | $52,519-44.3% | $155,790-81.2% | $59,632-50.9% |
| Participation rate | 32.3% | 61.7%-29.4pp | 76.1%-43.8pp | 68.7%-36.4pp |
| Annual return | -12.16% | 53.51%-65.7pp | 71.54%-83.7pp | 2041.28%-2053.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $969 | $3,084-68.6% | $4,797-79.8% | $3,192-69.6% |
| Admin fee / account holder | $1,648 | $3,540-53.5% | $7,478-78.0% | $4,297-61.7% |