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 | $45,381 | $91,552-50.4% | $133,956-66.1% | $79,858-43.2% |
| Participation rate | 38.3% | 73.3%-35.0pp | 79.8%-41.5pp | 69.6%-31.3pp |
| Annual return | -24.85% | 61.85%-86.7pp | 45.09%-69.9pp | 31.71%-56.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,674 | $3,733-55.2% | $5,048-66.8% | $3,740-55.2% |
| Admin fee / account holder | $772 | $6,321-87.8% | $8,927-91.4% | $5,306-85.5% |