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 | $45,824 | $91,538-49.9% | $129,995-64.7% | $75,163-39.0% |
| Participation rate | 34.6% | 71.4%-36.8pp | 78.5%-43.9pp | 67.2%-32.6pp |
| Annual return | 8.55% | -631.11%+639.7pp | -137.18%+145.7pp | 160.62%-152.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $734 | $4,341-83.1% | $5,820-87.4% | $4,125-82.2% |
| Admin fee / account holder | $643 | $6,790-90.5% | $10,614-93.9% | $5,651-88.6% |