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 | $100,542 | $98,750+1.8% | $149,696-32.8% | $79,858+25.9% |
| Participation rate | 24.0% | 75.8%-51.8pp | 82.5%-58.5pp | 69.6%-45.6pp |
| Annual return | -3.01% | 27.43%-30.4pp | 276.60%-279.6pp | 31.71%-34.7pp |
| Employer contribution / active EE | $1,096 | $3,216-65.9% | $4,644-76.4% | $2,471-55.7% |
| Participant deferral / active EE | $684 | $5,680-88.0% | $6,842-90.0% | $3,740-81.7% |
| Admin fee / account holder | $22,236 | $6,053+267.4% | $9,309+138.9% | $5,306+319.0% |