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 | $19,194 | $57,354-66.5% | $83,848-77.1% | $64,186-70.1% |
| Participation rate | 23.2% | 68.6%-45.4pp | 76.1%-52.9pp | 69.6%-46.4pp |
| Annual return | -9.46% | 11.38%-20.8pp | 850.88%-860.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $466 | $2,993-84.4% | $4,082-88.6% | $3,470-86.6% |
| Admin fee / account holder | $597 | $4,046-85.2% | $5,478-89.1% | $4,888-87.8% |