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 | $24,755 | $73,933-66.5% | $96,683-74.4% | $75,163-67.1% |
| Participation rate | 52.8% | 66.4%-13.6pp | 74.3%-21.5pp | 67.2%-14.4pp |
| Annual return | -10.58% | 26.70%-37.3pp | 35.69%-46.3pp | 160.62%-171.2pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $900 | $3,659-75.4% | $4,878-81.6% | $4,125-78.2% |
| Admin fee / account holder | $7,459 | $5,216+43.0% | $6,730+10.8% | $5,651+32.0% |