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 | $35,071 | $76,000-53.9% | $154,107-77.2% | $64,186-45.4% |
| Participation rate | 26.4% | 70.4%-44.0pp | 83.0%-56.7pp | 69.6%-43.2pp |
| Annual return | -9.13% | 30.32%-39.4pp | 735.12%-744.2pp | 7.63%-16.8pp |
| Employer contribution / active EE | $629 | $3,351-81.2% | $5,298-88.1% | $2,381-73.6% |
| Participant deferral / active EE | $470 | $3,175-85.2% | $5,081-90.7% | $3,470-86.4% |
| Admin fee / account holder | $914 | $5,596-83.7% | $13,411-93.2% | $4,888-81.3% |