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 | $57,594 | $64,348-10.5% | $90,160-36.1% | $70,131-17.9% |
| Participation rate | 44.1% | 70.4%-26.3pp | 76.9%-32.8pp | 69.5%-25.4pp |
| Annual return | -34.10% | 28.13%-62.2pp | 34.88%-69.0pp | 73.14%-107.2pp |
| Employer contribution / active EE | $941 | $2,046-54.0% | $3,318-71.6% | $2,342-59.8% |
| Participant deferral / active EE | $1,371 | $4,389-68.8% | $5,288-74.1% | $3,332-58.8% |
| Admin fee / account holder | $1,872 | $3,944-52.5% | $5,943-68.5% | $4,645-59.7% |