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 | $17,597 | $43,327-59.4% | $59,878-70.6% | $64,186-72.6% |
| Participation rate | 22.8% | 69.2%-46.3pp | 74.7%-51.9pp | 69.6%-46.7pp |
| Annual return | -8.33% | -1.55%-6.8pp | 3.46%-11.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $445 | $2,546-82.5% | $3,402-86.9% | $3,470-87.2% |
| Admin fee / account holder | $1,057 | $3,005-64.8% | $3,590-70.5% | $4,888-78.4% |