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 | $27,788 | $45,566-39.0% | $64,105-56.7% | $59,632-53.4% |
| Participation rate | 29.3% | 60.2%-30.9pp | 68.2%-38.9pp | 68.7%-39.4pp |
| Annual return | -2.99% | 4.95%-7.9pp | 791.24%-794.2pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $328 | $934-64.9% | $1,820-82.0% | $2,203-85.1% |
| Participant deferral / active EE | $857 | $2,057-58.3% | $2,822-69.6% | $3,192-73.1% |
| Admin fee / account holder | $671 | $3,268-79.5% | $4,499-85.1% | $4,297-84.4% |