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 6-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 | $51,481 | $111,724-53.9% | $93,606-45.0% | $145,922-64.7% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | -47.65% | 202.98%-250.6pp | 133.20%-180.8pp | 561.29%-608.9pp |
| Employer contribution / active EE | $687 | $3,090-77.8% | $2,420-71.6% | $4,660-85.3% |
| Participant deferral / active EE | $848 | $4,912-82.7% | $4,411-80.8% | $6,688-87.3% |
| Admin fee / account holder | $1,164 | $10,250-88.6% | $8,285-85.9% | $13,397-91.3% |