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 | $16,950 | $40,256-57.9% | $57,343-70.4% | $59,632-71.6% |
| Participation rate | 25.0% | 69.2%-44.2pp | 75.1%-50.1pp | 68.7%-43.7pp |
| Annual return | -2.64% | 27.49%-30.1pp | 24.39%-27.0pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $360 | $1,922-81.3% | $2,689-86.6% | $2,203-83.6% |
| Participant deferral / active EE | $442 | $2,399-81.6% | $3,162-86.0% | $3,192-86.2% |
| Admin fee / account holder | $559 | $2,818-80.2% | $3,356-83.4% | $4,297-87.0% |