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 | $16,428 | $95,862-82.9% | $79,550-79.3% | $134,475-87.8% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -22.17% | -2.69%-19.5pp | 0.16%-22.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $611 | $3,128-80.5% | $2,413-74.7% | $4,740-87.1% |
| Participant deferral / active EE | $579 | $4,693-87.7% | $3,985-85.5% | $6,400-90.9% |
| Admin fee / account holder | $3,171 | $9,126-65.3% | $6,832-53.6% | $11,426-72.2% |