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 | $20,592 | $45,863-55.1% | $77,024-73.3% | $68,494-69.9% |
| Participation rate | 40.6% | 55.9%-15.3pp | 67.9%-27.3pp | 67.9%-27.3pp |
| Annual return | -22.56% | 1.72%-24.3pp | 42.32%-64.9pp | -7.84%-14.7pp |
| Employer contribution / active EE | $274 | $1,650-83.4% | $2,812-90.2% | $2,596-89.4% |
| Participant deferral / active EE | $699 | $2,962-76.4% | $4,426-84.2% | $4,027-82.7% |
| Admin fee / account holder | $2,622 | $3,041-13.8% | $5,425-51.7% | $5,403-51.5% |