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 | $103,936 | $59,805+73.8% | $79,550+30.7% | $68,494+51.7% |
| Participation rate | 17.8% | 61.1%-43.3pp | 69.5%-51.7pp | 67.9%-50.1pp |
| Annual return | -20.43% | -12.30%-8.1pp | 0.16%-20.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,177 | $3,024-61.1% | $3,985-70.5% | $4,027-70.8% |
| Admin fee / account holder | $13,499 | $4,835+179.2% | $6,832+97.6% | $5,403+149.9% |