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 | $18,236 | $59,805-69.5% | $79,550-77.1% | $68,494-73.4% |
| Participation rate | 69.4% | 61.1%+8.4pp | 69.5%0pp | 67.9%+1.6pp |
| Annual return | -21.37% | -12.30%-9.1pp | 0.16%-21.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $511 | $1,505-66.0% | $2,413-78.8% | $2,596-80.3% |
| Participant deferral / active EE | $948 | $3,024-68.7% | $3,985-76.2% | $4,027-76.5% |
| Admin fee / account holder | $8,986 | $4,835+85.9% | $6,832+31.5% | $5,403+66.3% |