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 | $37,608 | $69,010-45.5% | $159,960-76.5% | $68,494-45.1% |
| Participation rate | 12.1% | 65.4%-53.3pp | 78.0%-65.9pp | 67.9%-55.8pp |
| Annual return | -23.24% | -9.65%-13.6pp | 408.60%-431.8pp | -7.84%-15.4pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $975 | $4,212-76.9% | $6,182-84.2% | $4,027-75.8% |
| Admin fee / account holder | $14,572 | $4,798+203.7% | $8,698+67.5% | $5,403+169.7% |