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 | $14,792 | $42,894-65.5% | $60,874-75.7% | $68,494-78.4% |
| Participation rate | 50.0% | 66.8%-16.8pp | 73.1%-23.1pp | 67.9%-17.9pp |
| Annual return | -19.75% | -13.98%-5.8pp | 16.90%-36.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,430 | $1,978-27.7% | $2,701-47.1% | $2,596-44.9% |
| Participant deferral / active EE | $853 | $2,867-70.3% | $3,817-77.7% | $4,027-78.8% |
| Admin fee / account holder | $3,466 | $3,101+11.8% | $3,224+7.5% | $5,403-35.8% |