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 | $31,926 | $81,900-61.0% | $119,609-73.3% | $68,494-53.4% |
| Participation rate | 53.1% | 71.9%-18.8pp | 79.3%-26.2pp | 67.9%-14.8pp |
| Annual return | -20.54% | -23.82%+3.3pp | -14.97%-5.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $897 | $2,693-66.7% | $4,232-78.8% | $2,596-65.4% |
| Participant deferral / active EE | $973 | $4,148-76.5% | $5,602-82.6% | $4,027-75.8% |
| Admin fee / account holder | $728 | $6,582-88.9% | $10,323-92.9% | $5,403-86.5% |