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 8-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 | $22,338 | $59,805-62.6% | $79,550-71.9% | $68,494-67.4% |
| Participation rate | 38.5% | 61.1%-22.6pp | 69.5%-31.0pp | 67.9%-29.4pp |
| Annual return | -27.82% | -12.30%-15.5pp | 0.16%-28.0pp | -7.84%-20.0pp |
| Employer contribution / active EE | $2,127 | $1,505+41.4% | $2,413-11.8% | $2,596-18.1% |
| Participant deferral / active EE | $65 | $3,024-97.8% | $3,985-98.4% | $4,027-98.4% |
| Admin fee / account holder | $8,112 | $4,835+67.8% | $6,832+18.7% | $5,403+50.1% |