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 | $0 | $65,365-100.0% | $92,893-100.0% | $72,985-100.0% |
| Participation rate | 2.2% | 68.3%-66.1pp | 76.0%-73.8pp | 69.5%-67.3pp |
| Annual return | -181.22% | 42.10%-223.3pp | 109.41%-290.6pp | 81.00%-262.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $74 | $3,128-97.6% | $4,236-98.3% | $3,607-98.0% |
| Admin fee / account holder | $1,846 | $4,251-56.6% | $5,794-68.1% | $5,124-64.0% |