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 7-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 | $45,310 | $75,828-40.2% | $147,614-69.3% | $59,632-24.0% |
| Participation rate | 31.8% | 71.6%-39.7pp | 84.6%-52.8pp | 68.7%-36.9pp |
| Annual return | -10.34% | 0.37%-10.7pp | 61.98%-72.3pp | 2041.28%-2051.6pp |
| Employer contribution / active EE | $484 | $3,485-86.1% | $5,564-91.3% | $2,203-78.0% |
| Participant deferral / active EE | $690 | $3,130-78.0% | $4,895-85.9% | $3,192-78.4% |
| Admin fee / account holder | $5,447 | $5,985-9.0% | $11,611-53.1% | $4,297+26.8% |