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 9-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 | $36,224 | $71,883-49.6% | $86,677-58.2% | $68,494-47.1% |
| Participation rate | 39.6% | 72.2%-32.7pp | 76.6%-37.0pp | 67.9%-28.3pp |
| Annual return | -20.59% | 3.52%-24.1pp | 35.91%-56.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,346 | $3,779-64.4% | $4,656-71.1% | $4,027-66.6% |
| Admin fee / account holder | $744 | $6,112-87.8% | $7,493-90.1% | $5,403-86.2% |