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 | $20,991 | $73,867-71.6% | $143,757-85.4% | $68,494-69.4% |
| Participation rate | 32.5% | 66.7%-34.2pp | 80.3%-47.8pp | 67.9%-35.4pp |
| Annual return | -20.44% | 1.01%-21.5pp | -0.04%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $433 | $3,184-86.4% | $4,951-91.2% | $2,596-83.3% |
| Participant deferral / active EE | $629 | $3,384-81.4% | $5,637-88.8% | $4,027-84.4% |
| Admin fee / account holder | $2,529 | $5,755-56.1% | $14,673-82.8% | $5,403-53.2% |