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 7-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 | $18,423 | $82,664-77.7% | $125,339-85.3% | $68,494-73.1% |
| Participation rate | 55.3% | 75.0%-19.7pp | 82.4%-27.1pp | 67.9%-12.6pp |
| Annual return | -19.60% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $826 | $3,381-75.6% | $4,814-82.8% | $2,596-68.2% |
| Participant deferral / active EE | $2,230 | $6,110-63.5% | $7,446-70.1% | $4,027-44.6% |
| Admin fee / account holder | $381 | $6,275-93.9% | $10,010-96.2% | $5,403-93.0% |