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 3-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 | $14,974 | $96,305-84.5% | $80,569-81.4% | $139,434-89.3% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | -7.27% | 1350.08%-1357.4pp | 935.43%-942.7pp | 372.94%-380.2pp |
| Employer contribution / active EE | $3,083 | $3,262-5.5% | $2,723+13.2% | $4,751-35.1% |
| Participant deferral / active EE | $761 | $5,232-85.5% | $4,447-82.9% | $6,710-88.7% |
| Admin fee / account holder | $3,000 | $6,599-54.5% | $5,377-44.2% | $11,403-73.7% |