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 | $36,076 | $91,538-60.6% | $129,995-72.2% | $75,163-52.0% |
| Participation rate | 43.3% | 71.4%-28.1pp | 78.5%-35.2pp | 67.2%-23.9pp |
| Annual return | 5.15% | -631.11%+636.3pp | -137.18%+142.3pp | 160.62%-155.5pp |
| Employer contribution / active EE | $776 | $2,845-72.7% | $4,320-82.0% | $2,670-70.9% |
| Participant deferral / active EE | $1,008 | $4,341-76.8% | $5,820-82.7% | $4,125-75.6% |
| Admin fee / account holder | $13,476 | $6,790+98.5% | $10,614+27.0% | $5,651+138.5% |