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 | $61,944 | $64,707-4.3% | $112,228-44.8% | $68,494-9.6% |
| Participation rate | 27.3% | 67.2%-39.9pp | 75.1%-47.8pp | 67.9%-40.6pp |
| Annual return | -22.62% | -11.40%-11.2pp | 27.45%-50.1pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,026 | $2,746-62.6% | $3,635-71.8% | $2,596-60.5% |
| Participant deferral / active EE | $1,315 | $3,565-63.1% | $4,728-72.2% | $4,027-67.3% |
| Admin fee / account holder | $2,513 | $5,232-52.0% | $6,410-60.8% | $5,403-53.5% |