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 | $23,499 | $77,813-69.8% | $123,544-81.0% | $64,186-63.4% |
| Participation rate | 35.7% | 74.7%-39.0pp | 82.3%-46.6pp | 69.6%-33.9pp |
| Annual return | -9.09% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $786 | $3,014-73.9% | $4,628-83.0% | $2,381-67.0% |
| Participant deferral / active EE | $2,089 | $5,240-60.1% | $6,426-67.5% | $3,470-39.8% |
| Admin fee / account holder | $1,160 | $5,519-79.0% | $9,284-87.5% | $4,888-76.3% |