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 | $51,694 | $91,538-43.5% | $129,995-60.2% | $75,163-31.2% |
| Participation rate | 46.8% | 71.4%-24.7pp | 78.5%-31.7pp | 67.2%-20.4pp |
| Annual return | 8.85% | -631.11%+640.0pp | -137.18%+146.0pp | 160.62%-151.8pp |
| Employer contribution / active EE | $988 | $2,845-65.3% | $4,320-77.1% | $2,670-63.0% |
| Participant deferral / active EE | $1,408 | $4,341-67.6% | $5,820-75.8% | $4,125-65.9% |
| Admin fee / account holder | $3,797 | $6,790-44.1% | $10,614-64.2% | $5,651-32.8% |