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 | $26,981 | $49,177-45.1% | $79,464-66.0% | $64,186-58.0% |
| Participation rate | 23.6% | 65.0%-41.4pp | 73.3%-49.7pp | 69.6%-45.9pp |
| Annual return | -8.71% | -1.16%-7.6pp | 718.14%-726.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $588 | $2,821-79.2% | $3,704-84.1% | $3,470-83.1% |
| Admin fee / account holder | $633 | $3,839-83.5% | $5,113-87.6% | $4,888-87.1% |