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 7-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 | $27,961 | $59,805-53.2% | $79,550-64.9% | $68,494-59.2% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.5%-26.6pp | 67.9%-25.0pp |
| Annual return | -21.62% | -12.30%-9.3pp | 0.16%-21.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $863 | $3,024-71.5% | $3,985-78.4% | $4,027-78.6% |
| Admin fee / account holder | $329 | $4,835-93.2% | $6,832-95.2% | $5,403-93.9% |