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 | $12,905 | $49,177-73.8% | $79,464-83.8% | $64,186-79.9% |
| Participation rate | 28.6% | 65.0%-36.5pp | 73.3%-44.8pp | 69.6%-41.0pp |
| Annual return | -8.63% | -1.16%-7.5pp | 718.14%-726.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $245 | $2,076-88.2% | $2,800-91.3% | $2,381-89.7% |
| Participant deferral / active EE | $266 | $2,821-90.6% | $3,704-92.8% | $3,470-92.3% |
| Admin fee / account holder | $2,276 | $3,839-40.7% | $5,113-55.5% | $4,888-53.4% |