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 | $87,981 | $59,805+47.1% | $79,550+10.6% | $68,494+28.5% |
| Participation rate | 24.1% | 61.1%-36.9pp | 69.5%-45.3pp | 67.9%-43.8pp |
| Annual return | -21.05% | -12.30%-8.7pp | 0.16%-21.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,251 | $3,024-58.7% | $3,985-68.6% | $4,027-68.9% |
| Admin fee / account holder | $7,062 | $4,835+46.1% | $6,832+3.4% | $5,403+30.7% |