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 7-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 | $26,588 | $91,190-70.8% | $178,490-85.1% | $79,858-66.7% |
| Participation rate | 20.9% | 69.2%-48.3pp | 81.9%-61.0pp | 69.6%-48.7pp |
| Annual return | -2.35% | 24.19%-26.5pp | 151.07%-153.4pp | 31.71%-34.1pp |
| Employer contribution / active EE | $450 | $3,256-86.2% | $5,011-91.0% | $2,471-81.8% |
| Participant deferral / active EE | $721 | $3,236-77.7% | $5,202-86.1% | $3,740-80.7% |
| Admin fee / account holder | $12,144 | $6,751+79.9% | $13,984-13.2% | $5,306+128.9% |