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 | $27,648 | $76,552-63.9% | $123,892-77.7% | $62,891-56.0% |
| Participation rate | 51.4% | 73.0%-21.6pp | 81.4%-30.0pp | 69.3%-17.9pp |
| Annual return | -29.59% | 18.68%-48.3pp | 47.52%-77.1pp | 20.14%-49.7pp |
| Employer contribution / active EE | $584 | $2,883-79.7% | $4,617-87.3% | $2,281-74.4% |
| Participant deferral / active EE | $740 | $4,840-84.7% | $5,984-87.6% | $3,203-76.9% |
| Admin fee / account holder | $302 | $4,826-93.8% | $8,357-96.4% | $4,296-93.0% |