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 | $13,198 | $65,061-79.7% | $143,757-90.8% | $66,914-80.3% |
| Participation rate | 51.8% | 65.2%-13.4pp | 80.3%-28.6pp | 69.8%-18.0pp |
| Annual return | -21.24% | -11.14%-10.1pp | -0.04%-21.2pp | 1.58%-22.8pp |
| Employer contribution / active EE | $566 | $2,361-76.0% | $4,951-88.6% | $2,544-77.8% |
| Participant deferral / active EE | $624 | $2,919-78.6% | $5,637-88.9% | $4,237-85.3% |
| Admin fee / account holder | $463 | $502-7.7% | $14,673-96.8% | $593-21.9% |