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 | $37,358 | $62,586-40.3% | $76,768-51.3% | $64,186-41.8% |
| Participation rate | 28.6% | 72.8%-44.2pp | 77.0%-48.4pp | 69.6%-41.0pp |
| Annual return | -9.03% | -1.95%-7.1pp | 2.43%-11.5pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,181 | $3,145-62.4% | $3,852-69.3% | $3,470-65.9% |
| Admin fee / account holder | $2,926 | $4,667-37.3% | $6,675-56.2% | $4,888-40.1% |