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 | $46,642 | $42,383+10.0% | $76,523-39.0% | $64,186-27.3% |
| Participation rate | 10.6% | 58.1%-47.5pp | 68.0%-57.4pp | 69.6%-58.9pp |
| Annual return | -14.75% | -16.54%+1.8pp | -0.27%-14.5pp | 7.63%-22.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $318 | $2,566-87.6% | $3,835-91.7% | $3,470-90.8% |
| Admin fee / account holder | $6,652 | $3,198+108.0% | $4,848+37.2% | $4,888+36.1% |