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 | $24,412 | $63,442-61.5% | $68,791-64.5% | $66,914-63.5% |
| Participation rate | 15.3% | 60.0%-44.7pp | 69.0%-53.8pp | 69.8%-54.5pp |
| Annual return | -20.18% | -8.29%-11.9pp | -6.38%-13.8pp | 1.58%-21.8pp |
| Employer contribution / active EE | $589 | $1,775-66.8% | $2,655-77.8% | $2,544-76.9% |
| Participant deferral / active EE | $908 | $2,945-69.2% | $3,941-77.0% | $4,237-78.6% |
| Admin fee / account holder | $1,806 | $577+212.9% | $4,932-63.4% | $593+204.5% |