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 | $18,356 | $107,334-82.9% | $92,893-80.2% | $152,861-88.0% |
| Participation rate | 61.9% | 79.8%-17.9pp | 76.0%-14.1pp | 82.4%-20.5pp |
| Annual return | -2.48% | 145.58%-148.1pp | 109.41%-111.9pp | 345.32%-347.8pp |
| Employer contribution / active EE | $1,711 | $4,221-59.5% | $3,653-53.2% | $4,762-64.1% |
| Participant deferral / active EE | $279 | $4,845-94.2% | $4,236-93.4% | $5,850-95.2% |
| Admin fee / account holder | $795 | $7,079-88.8% | $5,794-86.3% | $11,596-93.1% |