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 | $27,109 | $91,190-70.3% | $178,490-84.8% | $79,858-66.1% |
| Participation rate | 27.9% | 69.2%-41.3pp | 81.9%-54.0pp | 69.6%-41.7pp |
| Annual return | -4.21% | 24.19%-28.4pp | 151.07%-155.3pp | 31.71%-35.9pp |
| Employer contribution / active EE | $1,118 | $3,256-65.7% | $5,011-77.7% | $2,471-54.7% |
| Participant deferral / active EE | $460 | $3,236-85.8% | $5,202-91.1% | $3,740-87.7% |
| Admin fee / account holder | $561 | $6,751-91.7% | $13,984-96.0% | $5,306-89.4% |