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 | $32,961 | $49,451-33.3% | $79,550-58.6% | $66,914-50.7% |
| Participation rate | 46.8% | 61.3%-14.5pp | 69.5%-22.7pp | 69.8%-23.0pp |
| Annual return | -19.69% | 84.25%-103.9pp | 0.16%-19.9pp | 1.58%-21.3pp |
| Employer contribution / active EE | $1,224 | $1,266-3.3% | $2,413-49.3% | $2,544-51.9% |
| Participant deferral / active EE | $933 | $3,159-70.5% | $3,985-76.6% | $4,237-78.0% |
| Admin fee / account holder | $1,675 | $595+181.7% | $6,832-75.5% | $593+182.3% |