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 | $18,348 | $77,899-76.4% | $149,673-87.7% | $75,163-75.6% |
| Participation rate | 65.1% | 65.6%-0.5pp | 78.8%-13.6pp | 67.2%-2.1pp |
| Annual return | -1.88% | 31.72%-33.6pp | 134.42%-136.3pp | 160.62%-162.5pp |
| Employer contribution / active EE | $813 | $3,137-74.1% | $4,818-83.1% | $2,670-69.6% |
| Participant deferral / active EE | $576 | $3,411-83.1% | $5,680-89.9% | $4,125-86.0% |
| Admin fee / account holder | $2,727 | $5,956-54.2% | $13,210-79.4% | $5,651-51.7% |