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 | $49,639 | $95,971-48.3% | $74,550-33.4% | $135,375-63.3% |
| Participation rate | 16.7% | 75.7%-59.0pp | 69.1%-52.5pp | 82.6%-66.0pp |
| Annual return | -11.06% | 56.96%-68.0pp | 32.53%-43.6pp | 519.73%-530.8pp |
| Employer contribution / active EE | $421 | $2,716-84.5% | $1,961-78.5% | $4,779-91.2% |
| Participant deferral / active EE | $549 | $3,843-85.7% | $3,108-82.3% | $5,609-90.2% |
| Admin fee / account holder | $3,817 | $6,522-41.5% | $5,060-24.6% | $10,827-64.7% |