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 | $29,895 | $49,177-39.2% | $79,464-62.4% | $64,186-53.4% |
| Participation rate | 64.0% | 65.0%-1.0pp | 73.3%-9.3pp | 69.6%-5.6pp |
| Annual return | -9.62% | -1.16%-8.5pp | 718.14%-727.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,691 | $2,076-18.6% | $2,800-39.6% | $2,381-29.0% |
| Participant deferral / active EE | $394 | $2,821-86.0% | $3,704-89.4% | $3,470-88.6% |
| Admin fee / account holder | $1,706 | $3,839-55.6% | $5,113-66.6% | $4,888-65.1% |