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 | $23,457 | $43,723-46.4% | $121,196-80.6% | $64,186-63.5% |
| Participation rate | 30.8% | 58.3%-27.6pp | 71.7%-41.0pp | 69.6%-38.8pp |
| Annual return | -14.37% | 68.91%-83.3pp | 16.93%-31.3pp | 7.63%-22.0pp |
| Employer contribution / active EE | $513 | $1,296-60.4% | $4,022-87.2% | $2,381-78.4% |
| Participant deferral / active EE | $733 | $2,280-67.8% | $3,344-78.1% | $3,470-78.9% |
| Admin fee / account holder | $5,392 | $3,501+54.0% | $5,019+7.4% | $4,888+10.3% |