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 | $36,388 | $46,674-22.0% | $117,472-69.0% | $68,494-46.9% |
| Participation rate | 14.8% | 56.8%-42.0pp | 70.6%-55.8pp | 67.9%-53.1pp |
| Annual return | -19.94% | -14.52%-5.4pp | 29.74%-49.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $491 | $2,636-81.4% | $4,070-87.9% | $4,027-87.8% |
| Admin fee / account holder | $3,031 | $4,020-24.6% | $5,645-46.3% | $5,403-43.9% |