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 8-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 | $34,012 | $72,404-53.0% | $110,238-69.1% | $64,186-47.0% |
| Participation rate | 13.9% | 73.3%-59.4pp | 79.8%-65.9pp | 69.6%-55.7pp |
| Annual return | -8.00% | -6.29%-1.7pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $732 | $3,469-78.9% | $4,672-84.3% | $3,470-78.9% |
| Admin fee / account holder | $2,107 | $5,664-62.8% | $8,547-75.4% | $4,888-56.9% |