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 | $21,458 | $77,813-72.4% | $123,544-82.6% | $64,186-66.6% |
| Participation rate | 31.8% | 74.7%-42.9pp | 82.3%-50.5pp | 69.6%-37.8pp |
| Annual return | -23.75% | 12.48%-36.2pp | 119.20%-142.9pp | 7.63%-31.4pp |
| Employer contribution / active EE | $610 | $3,014-79.7% | $4,628-86.8% | $2,381-74.4% |
| Participant deferral / active EE | $1,498 | $5,240-71.4% | $6,426-76.7% | $3,470-56.8% |
| Admin fee / account holder | $2,223 | $5,519-59.7% | $9,284-76.1% | $4,888-54.5% |