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 | $47,301 | $48,265-2.0% | $68,791-31.2% | $68,494-30.9% |
| Participation rate | 31.0% | 60.7%-29.6pp | 69.0%-38.0pp | 67.9%-36.9pp |
| Annual return | -32.28% | -12.71%-19.6pp | -6.38%-25.9pp | -7.84%-24.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $671 | $2,867-76.6% | $3,941-83.0% | $4,027-83.3% |
| Admin fee / account holder | $428 | $4,355-90.2% | $4,932-91.3% | $5,403-92.1% |