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 | $44,450 | $81,900-45.7% | $119,609-62.8% | $68,494-35.1% |
| Participation rate | 51.7% | 71.9%-20.2pp | 79.3%-27.6pp | 67.9%-16.2pp |
| Annual return | -27.11% | -23.82%-3.3pp | -14.97%-12.1pp | -7.84%-19.3pp |
| Employer contribution / active EE | $1,035 | $2,693-61.6% | $4,232-75.5% | $2,596-60.1% |
| Participant deferral / active EE | $1,397 | $4,148-66.3% | $5,602-75.1% | $4,027-65.3% |
| Admin fee / account holder | $3,554 | $6,582-46.0% | $10,323-65.6% | $5,403-34.2% |