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 8-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 | $15,187 | $45,152-66.4% | $73,843-79.4% | $59,632-74.5% |
| Participation rate | 21.6% | 64.0%-42.4pp | 73.4%-51.8pp | 68.7%-47.0pp |
| Annual return | -3.00% | 27.40%-30.4pp | 2267.84%-2270.8pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $385 | $1,902-79.7% | $2,787-86.2% | $2,203-82.5% |
| Participant deferral / active EE | $610 | $2,574-76.3% | $3,583-83.0% | $3,192-80.9% |
| Admin fee / account holder | $3,759 | $3,516+6.9% | $4,880-23.0% | $4,297-12.5% |