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 9-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 | $16,169 | $85,022-81.0% | $70,515-77.1% | $139,434-88.4% |
| Participation rate | 43.8% | 73.9%-30.2pp | 68.3%-24.6pp | 80.3%-36.6pp |
| Annual return | -8.46% | 30.38%-38.8pp | 32.77%-41.2pp | 372.94%-381.4pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $603 | $5,890-89.8% | $4,567-86.8% | $6,710-91.0% |
| Admin fee / account holder | $1,737 | $8,906-80.5% | $6,412-72.9% | $11,403-84.8% |