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 | $64,827 | $82,664-21.6% | $125,339-48.3% | $68,494-5.4% |
| Participation rate | 53.6% | 75.0%-21.4pp | 82.4%-28.7pp | 67.9%-14.3pp |
| Annual return | -22.95% | -5.97%-17.0pp | 572.05%-595.0pp | -7.84%-15.1pp |
| Employer contribution / active EE | $3,356 | $3,381-0.7% | $4,814-30.3% | $2,596+29.3% |
| Participant deferral / active EE | $71 | $6,110-98.8% | $7,446-99.0% | $4,027-98.2% |
| Admin fee / account holder | $1,328 | $6,275-78.8% | $10,010-86.7% | $5,403-75.4% |