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 | $20,118 | $63,442-68.3% | $68,791-70.8% | $66,914-69.9% |
| Participation rate | 15.1% | 60.0%-44.9pp | 69.0%-53.9pp | 69.8%-54.7pp |
| Annual return | -19.94% | -8.29%-11.6pp | -6.38%-13.6pp | 1.58%-21.5pp |
| Employer contribution / active EE | $425 | $1,775-76.1% | $2,655-84.0% | $2,544-83.3% |
| Participant deferral / active EE | $811 | $2,945-72.4% | $3,941-79.4% | $4,237-80.9% |
| Admin fee / account holder | $360 | $577-37.6% | $4,932-92.7% | $593-39.3% |