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 7-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 | $48,209 | $57,354-15.9% | $83,848-42.5% | $64,186-24.9% |
| Participation rate | 14.8% | 68.6%-53.8pp | 76.1%-61.3pp | 69.6%-54.8pp |
| Annual return | -10.81% | 11.38%-22.2pp | 850.88%-861.7pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,021 | $2,545-59.9% | $3,631-71.9% | $2,381-57.1% |
| Participant deferral / active EE | $1,086 | $2,993-63.7% | $4,082-73.4% | $3,470-68.7% |
| Admin fee / account holder | $2,996 | $4,046-25.9% | $5,478-45.3% | $4,888-38.7% |