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 | $12,452 | $180,749-93.1% | $160,784-92.3% | $137,256-90.9% |
| Participation rate | 7.1% | 80.0%-72.8pp | 77.0%-69.8pp | 80.0%-72.8pp |
| Annual return | -12.70% | 2234.46%-2247.2pp | 1803.92%-1816.6pp | 220.34%-233.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $63 | $6,844-99.1% | $6,293-99.0% | $6,407-99.0% |
| Admin fee / account holder | $3,609 | $10,397-65.3% | $9,717-62.9% | $12,270-70.6% |