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 | $14,825 | $95,561-84.5% | $77,163-80.8% | $139,434-89.4% |
| Participation rate | 4.2% | 73.9%-69.8pp | 69.6%-65.4pp | 80.3%-76.2pp |
| Annual return | -0.61% | 54.92%-55.5pp | 37.87%-38.5pp | 372.94%-373.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $15 | $4,624-99.7% | $3,833-99.6% | $6,710-99.8% |
| Admin fee / account holder | $1,959 | $8,295-76.4% | $5,472-64.2% | $11,403-82.8% |