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 | $46,110 | $54,229-15.0% | $70,092-34.2% | $68,494-32.7% |
| Participation rate | 10.8% | 64.5%-53.7pp | 70.5%-59.7pp | 67.9%-57.1pp |
| Annual return | -19.43% | -13.87%-5.6pp | 190.73%-210.2pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $539 | $2,956-81.8% | $3,849-86.0% | $4,027-86.6% |
| Admin fee / account holder | $2,305 | $4,694-50.9% | $6,267-63.2% | $5,403-57.3% |