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 | $44,013 | $81,900-46.3% | $119,609-63.2% | $68,494-35.7% |
| Participation rate | 24.1% | 71.9%-47.8pp | 79.3%-55.2pp | 67.9%-43.8pp |
| Annual return | -18.96% | -23.82%+4.9pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $914 | $2,693-66.1% | $4,232-78.4% | $2,596-64.8% |
| Participant deferral / active EE | $1,570 | $4,148-62.2% | $5,602-72.0% | $4,027-61.0% |
| Admin fee / account holder | $532 | $6,582-91.9% | $10,323-94.8% | $5,403-90.2% |