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 | $16,869 | $59,107-71.5% | $86,436-80.5% | $68,494-75.4% |
| Participation rate | 53.2% | 75.2%-22.1pp | 80.3%-27.1pp | 67.9%-14.7pp |
| Annual return | -21.34% | -0.23%-21.1pp | 4394.89%-4416.2pp | -7.84%-13.5pp |
| Employer contribution / active EE | $460 | $2,519-81.8% | $3,769-87.8% | $2,596-82.3% |
| Participant deferral / active EE | $2,445 | $5,901-58.6% | $6,952-64.8% | $4,027-39.3% |
| Admin fee / account holder | $841 | $5,637-85.1% | $6,731-87.5% | $5,403-84.4% |