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 | $38,733 | $49,451-21.7% | $79,550-51.3% | $66,914-42.1% |
| Participation rate | 11.4% | 61.3%-49.9pp | 69.5%-58.1pp | 69.8%-58.4pp |
| Annual return | -18.89% | 84.25%-103.1pp | 0.16%-19.1pp | 1.58%-20.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $725 | $3,159-77.1% | $3,985-81.8% | $4,237-82.9% |
| Admin fee / account holder | $2,826 | $595+375.3% | $6,832-58.6% | $593+376.4% |