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 | $34,236 | $58,083-41.1% | $80,019-57.2% | $56,287-39.2% |
| Participation rate | 46.2% | 73.6%-27.4pp | 75.8%-29.7pp | 69.9%-23.7pp |
| Annual return | -10.57% | 34.61%-45.2pp | 11.22%-21.8pp | -9.96%-0.6pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,305 | $3,135-58.4% | $3,686-64.6% | $3,350-61.0% |
| Admin fee / account holder | $1,211 | $623+94.6% | $6,521-81.4% | $521+132.5% |