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 | $34,532 | $71,883-52.0% | $86,677-60.2% | $68,494-49.6% |
| Participation rate | 17.0% | 72.2%-55.2pp | 76.6%-59.6pp | 67.9%-50.9pp |
| Annual return | -20.71% | 3.52%-24.2pp | 35.91%-56.6pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $428 | $3,779-88.7% | $4,656-90.8% | $4,027-89.4% |
| Admin fee / account holder | $714 | $6,112-88.3% | $7,493-90.5% | $5,403-86.8% |