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 | $27,962 | $74,879,922-100.0% | $40,145,923-99.9% | $273,961-89.8% |
| Participation rate | 16.7% | 74.1%-57.4pp | 68.4%-51.7pp | 83.0%-66.3pp |
| Annual return | -16.19% | 2.55%-18.7pp | 5.24%-21.4pp | 41.45%-57.6pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $117 | $2,962-96.1% | $2,591-95.5% | $5,287-97.8% |
| Admin fee / account holder | $6,942 | $3,725+86.4% | $2,903+139.1% | $10,132-31.5% |