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 | $18,534 | $54,350-65.9% | $82,719-77.6% | $68,494-72.9% |
| Participation rate | 15.3% | 63.9%-48.6pp | 72.6%-57.3pp | 67.9%-52.6pp |
| Annual return | -22.13% | -13.67%-8.5pp | 701.18%-723.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $599 | $3,246-81.5% | $4,395-86.4% | $4,027-85.1% |
| Admin fee / account holder | $890 | $4,395-79.8% | $5,329-83.3% | $5,403-83.5% |