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 9-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 | $33,953 | $53,162-36.1% | $91,220-62.8% | $68,494-50.4% |
| Participation rate | 28.4% | 63.2%-34.8pp | 73.2%-44.8pp | 67.9%-39.5pp |
| Annual return | -19.97% | -3.14%-16.8pp | 114.01%-134.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $708 | $2,974-76.2% | $4,234-83.3% | $4,027-82.4% |
| Admin fee / account holder | $2,778 | $4,493-38.2% | $5,420-48.7% | $5,403-48.6% |