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 | $39,462 | $211,958-81.4% | $169,463-76.7% | $135,375-70.8% |
| Participation rate | 30.8% | 82.6%-51.9pp | 77.8%-47.0pp | 82.6%-51.9pp |
| Annual return | -12.39% | 3.26%-15.7pp | 1.83%-14.2pp | 519.73%-532.1pp |
| Employer contribution / active EE | $733 | $5,120-85.7% | $4,159-82.4% | $4,779-84.7% |
| Participant deferral / active EE | $892 | $6,075-85.3% | $5,277-83.1% | $5,609-84.1% |
| Admin fee / account holder | $3,073 | $11,471-73.2% | $9,109-66.3% | $10,827-71.6% |