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 | $20,407 | $49,177-58.5% | $79,464-74.3% | $64,186-68.2% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | -8.92% | -1.16%-7.8pp | 718.14%-727.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,340 | $2,076+12.7% | $2,800-16.4% | $2,381-1.7% |
| Participant deferral / active EE | $749 | $2,821-73.5% | $3,704-79.8% | $3,470-78.4% |
| Admin fee / account holder | $2,921 | $3,839-23.9% | $5,113-42.9% | $4,888-40.2% |