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 9-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 | $37,937 | $88,707-57.2% | $74,183-48.9% | $273,961-86.2% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | -0.93% | 11.94%-12.9pp | 17.74%-18.7pp | 41.45%-42.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $467 | $4,212-88.9% | $3,550-86.8% | $5,287-91.2% |
| Admin fee / account holder | $22,898 | $8,717+162.7% | $5,586+309.9% | $10,132+126.0% |