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 6-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 | $16,053 | $73,867-78.3% | $143,757-88.8% | $68,494-76.6% |
| Participation rate | 30.8% | 66.7%-35.9pp | 80.3%-49.5pp | 67.9%-37.1pp |
| Annual return | -24.14% | 1.01%-25.2pp | -0.04%-24.1pp | -7.84%-16.3pp |
| Employer contribution / active EE | $574 | $3,184-82.0% | $4,951-88.4% | $2,596-77.9% |
| Participant deferral / active EE | $701 | $3,384-79.3% | $5,637-87.6% | $4,027-82.6% |
| Admin fee / account holder | $1,176 | $5,755-79.6% | $14,673-92.0% | $5,403-78.2% |