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 | $31,295 | $32,037-2.3% | $69,182-54.8% | $62,891-50.2% |
| Participation rate | 11.3% | 43.4%-32.1pp | 55.1%-43.8pp | 69.3%-58.0pp |
| Annual return | -0.84% | 15.16%-16.0pp | -21.93%+21.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $77 | $1,185-93.5% | $1,897-95.9% | $3,203-97.6% |
| Admin fee / account holder | $35,562 | $2,608+1263.4% | $2,697+1218.7% | $4,296+727.9% |