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 | $42,301 | $73,004-42.1% | $90,749-53.4% | $68,494-38.2% |
| Participation rate | 34.1% | 70.8%-36.7pp | 75.7%-41.6pp | 67.9%-33.8pp |
| Annual return | -22.27% | -13.81%-8.5pp | -12.16%-10.1pp | -7.84%-14.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,573 | $3,627-56.6% | $4,564-65.5% | $4,027-61.0% |
| Admin fee / account holder | $33,691 | $5,896+471.4% | $8,445+299.0% | $5,403+523.6% |