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 | $18,985 | $69,010-72.5% | $159,960-88.1% | $68,494-72.3% |
| Participation rate | 44.2% | 65.4%-21.2pp | 78.0%-33.7pp | 67.9%-23.7pp |
| Annual return | -22.24% | -9.65%-12.6pp | 408.60%-430.8pp | -7.84%-14.4pp |
| Employer contribution / active EE | $540 | $2,213-75.6% | $4,226-87.2% | $2,596-79.2% |
| Participant deferral / active EE | $1,290 | $4,212-69.4% | $6,182-79.1% | $4,027-68.0% |
| Admin fee / account holder | $996 | $4,798-79.2% | $8,698-88.5% | $5,403-81.6% |