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 | $39,422 | $53,162-25.8% | $91,220-56.8% | $68,494-42.4% |
| Participation rate | 66.7% | 63.2%+3.5pp | 73.2%-6.5pp | 67.9%-1.2pp |
| Annual return | -24.91% | -3.14%-21.8pp | 114.01%-138.9pp | -7.84%-17.1pp |
| Employer contribution / active EE | $1,371 | $1,709-19.8% | $2,850-51.9% | $2,596-47.2% |
| Participant deferral / active EE | $326 | $2,974-89.0% | $4,234-92.3% | $4,027-91.9% |
| Admin fee / account holder | $811 | $4,493-82.0% | $5,420-85.0% | $5,403-85.0% |