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 | $37,274 | $69,010-46.0% | $159,960-76.7% | $68,494-45.6% |
| Participation rate | 40.0% | 65.4%-25.4pp | 78.0%-38.0pp | 67.9%-27.9pp |
| Annual return | -20.79% | -9.65%-11.1pp | 408.60%-429.4pp | -7.84%-12.9pp |
| Employer contribution / active EE | $618 | $2,213-72.1% | $4,226-85.4% | $2,596-76.2% |
| Participant deferral / active EE | $950 | $4,212-77.4% | $6,182-84.6% | $4,027-76.4% |
| Admin fee / account holder | $339 | $4,798-92.9% | $8,698-96.1% | $5,403-93.7% |