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 7-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 | $26,294 | $71,883-63.4% | $86,677-69.7% | $68,494-61.6% |
| Participation rate | 56.7% | 72.2%-15.6pp | 76.6%-19.9pp | 67.9%-11.2pp |
| Annual return | -20.35% | 3.52%-23.9pp | 35.91%-56.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $919 | $2,173-57.7% | $2,836-67.6% | $2,596-64.6% |
| Participant deferral / active EE | $1,394 | $3,779-63.1% | $4,656-70.1% | $4,027-65.4% |
| Admin fee / account holder | $12,512 | $6,112+104.7% | $7,493+67.0% | $5,403+131.6% |