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 | $18,698 | $76,000-75.4% | $154,107-87.9% | $64,186-70.9% |
| Participation rate | 10.3% | 70.4%-60.1pp | 83.0%-72.7pp | 69.6%-59.2pp |
| Annual return | -8.54% | 30.32%-38.9pp | 735.12%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $292 | $3,175-90.8% | $5,081-94.3% | $3,470-91.6% |
| Admin fee / account holder | $2,428 | $5,596-56.6% | $13,411-81.9% | $4,888-50.3% |