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 6-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 | $13,381 | $45,152-70.4% | $73,843-81.9% | $59,632-77.6% |
| Participation rate | 46.2% | 64.0%-17.9pp | 73.4%-27.3pp | 68.7%-22.5pp |
| Annual return | -4.35% | 27.40%-31.7pp | 2267.84%-2272.2pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $278 | $1,902-85.4% | $2,787-90.0% | $2,203-87.4% |
| Participant deferral / active EE | $316 | $2,574-87.7% | $3,583-91.2% | $3,192-90.1% |
| Admin fee / account holder | $1,284 | $3,516-63.5% | $4,880-73.7% | $4,297-70.1% |