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 6-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 | $19,227 | $82,664-76.7% | $125,339-84.7% | $68,494-71.9% |
| Participation rate | 22.0% | 75.0%-53.1pp | 82.4%-60.4pp | 67.9%-45.9pp |
| Annual return | -24.40% | -5.97%-18.4pp | 572.05%-596.5pp | -7.84%-16.6pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,029 | $6,110-66.8% | $7,446-72.7% | $4,027-49.6% |
| Admin fee / account holder | $1,187 | $6,275-81.1% | $10,010-88.1% | $5,403-78.0% |