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 | $31,454 | $59,805-47.4% | $79,550-60.5% | $68,494-54.1% |
| Participation rate | 45.9% | 61.1%-15.2pp | 69.5%-23.6pp | 67.9%-22.0pp |
| Annual return | -20.24% | -12.30%-7.9pp | 0.16%-20.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $318 | $1,505-78.9% | $2,413-86.8% | $2,596-87.8% |
| Participant deferral / active EE | $807 | $3,024-73.3% | $3,985-79.8% | $4,027-80.0% |
| Admin fee / account holder | $2,433 | $4,835-49.7% | $6,832-64.4% | $5,403-55.0% |