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 | $93,247 | $73,004+27.7% | $90,749+2.8% | $68,494+36.1% |
| Participation rate | 28.1% | 70.8%-42.7pp | 75.7%-47.6pp | 67.9%-39.8pp |
| Annual return | -20.35% | -13.81%-6.5pp | -12.16%-8.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $618 | $2,193-71.8% | $2,921-78.8% | $2,596-76.2% |
| Participant deferral / active EE | $1,093 | $3,627-69.8% | $4,564-76.0% | $4,027-72.8% |
| Admin fee / account holder | $4,187 | $5,896-29.0% | $8,445-50.4% | $5,403-22.5% |