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 | $28,180 | $58,577-51.9% | $83,333-66.2% | $64,186-56.1% |
| Participation rate | 39.2% | 72.0%-32.8pp | 77.8%-38.5pp | 69.6%-30.4pp |
| Annual return | -8.56% | 9.65%-18.2pp | 10.63%-19.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,072 | $4,654-77.0% | $5,565-80.7% | $3,470-69.1% |
| Admin fee / account holder | $358 | $9,275-96.1% | $7,510-95.2% | $4,888-92.7% |