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 | $15,189 | $65,061-76.7% | $143,757-89.4% | $66,914-77.3% |
| Participation rate | 20.5% | 65.2%-44.6pp | 80.3%-59.8pp | 69.8%-49.3pp |
| Annual return | -29.12% | -11.14%-18.0pp | -0.04%-29.1pp | 1.58%-30.7pp |
| Employer contribution / active EE | $609 | $2,361-74.2% | $4,951-87.7% | $2,544-76.1% |
| Participant deferral / active EE | $673 | $2,919-76.9% | $5,637-88.1% | $4,237-84.1% |
| Admin fee / account holder | $479 | $502-4.5% | $14,673-96.7% | $593-19.2% |