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 | $16,208 | $48,076-66.3% | $78,689-79.4% | $62,891-74.2% |
| Participation rate | 14.3% | 65.2%-50.9pp | 73.6%-59.3pp | 69.3%-55.0pp |
| Annual return | -3.75% | 31.35%-35.1pp | 62.18%-65.9pp | 20.14%-23.9pp |
| Employer contribution / active EE | $311 | $2,015-84.6% | $2,851-89.1% | $2,281-86.4% |
| Participant deferral / active EE | $426 | $2,588-83.5% | $3,517-87.9% | $3,203-86.7% |
| Admin fee / account holder | $539 | $3,207-83.2% | $4,510-88.0% | $4,296-87.4% |