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 | $99,839 | $76,912+29.8% | $129,110-22.7% | $68,494+45.8% |
| Participation rate | 22.9% | 69.1%-46.2pp | 77.3%-54.3pp | 67.9%-45.0pp |
| Annual return | -22.45% | -9.78%-12.7pp | -10.94%-11.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $944 | $3,243-70.9% | $5,052-81.3% | $2,596-63.6% |
| Participant deferral / active EE | $1,735 | $4,732-63.3% | $6,542-73.5% | $4,027-56.9% |
| Admin fee / account holder | $8,008 | $6,638+20.6% | $14,302-44.0% | $5,403+48.2% |