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 | $12,666 | $73,867-82.9% | $143,757-91.2% | $68,494-81.5% |
| Participation rate | 55.8% | 66.7%-10.8pp | 80.3%-24.5pp | 67.9%-12.0pp |
| Annual return | -23.56% | 1.01%-24.6pp | -0.04%-23.5pp | -7.84%-15.7pp |
| Employer contribution / active EE | $529 | $3,184-83.4% | $4,951-89.3% | $2,596-79.6% |
| Participant deferral / active EE | $594 | $3,384-82.5% | $5,637-89.5% | $4,027-85.3% |
| Admin fee / account holder | $904 | $5,755-84.3% | $14,673-93.8% | $5,403-83.3% |