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 | $65,710 | $73,004-10.0% | $90,749-27.6% | $68,494-4.1% |
| Participation rate | 51.6% | 70.8%-19.2pp | 75.7%-24.1pp | 67.9%-16.3pp |
| Annual return | -21.46% | -13.81%-7.6pp | -12.16%-9.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $852 | $3,627-76.5% | $4,564-81.3% | $4,027-78.8% |
| Admin fee / account holder | $4,978 | $5,896-15.6% | $8,445-41.0% | $5,403-7.9% |