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 | $69,225 | $127,386-45.7% | $115,037-39.8% | $125,391-44.8% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -4.71% | 31.28%-36.0pp | 26.14%-30.8pp | 282.22%-286.9pp |
| Employer contribution / active EE | $887 | $5,166-82.8% | $4,608-80.8% | $4,866-81.8% |
| Participant deferral / active EE | $1,354 | $6,423-78.9% | $6,026-77.5% | $5,352-74.7% |
| Admin fee / account holder | $1,506 | $9,516-84.2% | $8,175-81.6% | $9,540-84.2% |