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 | $29,522 | $83,337-64.6% | $67,834-56.5% | $273,961-89.2% |
| Participation rate | 43.5% | 76.4%-33.0pp | 68.8%-25.3pp | 83.0%-39.5pp |
| Annual return | -71.11% | 259.45%-330.6pp | 138.47%-209.6pp | 41.45%-112.6pp |
| Employer contribution / active EE | $648 | $3,287-80.3% | $2,403-73.1% | $4,869-86.7% |
| Participant deferral / active EE | $770 | $4,088-81.2% | $3,160-75.6% | $5,287-85.4% |
| Admin fee / account holder | $448 | $6,752-93.4% | $4,622-90.3% | $10,132-95.6% |