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 | $40,830 | $59,805-31.7% | $79,550-48.7% | $68,494-40.4% |
| Participation rate | 54.0% | 61.1%-7.0pp | 69.5%-15.5pp | 67.9%-13.9pp |
| Annual return | -20.04% | -12.30%-7.7pp | 0.16%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,670 | $1,505+11.0% | $2,413-30.8% | $2,596-35.7% |
| Participant deferral / active EE | $901 | $3,024-70.2% | $3,985-77.4% | $4,027-77.6% |
| Admin fee / account holder | $2,474 | $4,835-48.8% | $6,832-63.8% | $5,403-54.2% |