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 | $24,063 | $70,428-65.8% | $96,562-75.1% | $85,850-72.0% |
| Participation rate | 9.6% | 61.8%-52.2pp | 69.8%-60.2pp | 69.3%-59.7pp |
| Annual return | -3.61% | 18.59%-22.2pp | 37.78%-41.4pp | 318.53%-322.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $38 | $2,894-98.7% | $3,849-99.0% | $3,952-99.0% |
| Admin fee / account holder | $20,500 | $4,997+310.3% | $6,181+231.7% | $6,260+227.5% |