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 7-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 | $27,759 | $59,107-53.0% | $86,436-67.9% | $68,494-59.5% |
| Participation rate | 28.0% | 75.2%-47.2pp | 80.3%-52.3pp | 67.9%-39.9pp |
| Annual return | -22.95% | -0.23%-22.7pp | 4394.89%-4417.8pp | -7.84%-15.1pp |
| Employer contribution / active EE | $1,685 | $2,519-33.1% | $3,769-55.3% | $2,596-35.1% |
| Participant deferral / active EE | $2,515 | $5,901-57.4% | $6,952-63.8% | $4,027-37.5% |
| Admin fee / account holder | $477 | $5,637-91.5% | $6,731-92.9% | $5,403-91.2% |