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 | $35,145 | $53,777-34.6% | $134,143-73.8% | $79,858-56.0% |
| Participation rate | 42.9% | 58.8%-15.9pp | 72.2%-29.3pp | 69.6%-26.8pp |
| Annual return | -6.11% | 19.01%-25.1pp | 36.33%-42.4pp | 31.71%-37.8pp |
| Employer contribution / active EE | $1,835 | $1,321+38.9% | $3,704-50.5% | $2,471-25.7% |
| Participant deferral / active EE | $657 | $2,420-72.9% | $3,499-81.2% | $3,740-82.4% |
| Admin fee / account holder | $5,633 | $3,984+41.4% | $6,684-15.7% | $5,306+6.2% |