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 | $13,146 | $37,393-64.8% | $77,024-82.9% | $66,914-80.4% |
| Participation rate | 8.2% | 52.9%-44.7pp | 67.9%-59.7pp | 69.8%-61.6pp |
| Annual return | -26.58% | -3.29%-23.3pp | 42.32%-68.9pp | 1.58%-28.2pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $512 | $2,617-80.4% | $4,426-88.4% | $4,237-87.9% |
| Admin fee / account holder | $1,005 | $567+77.2% | $5,425-81.5% | $593+69.3% |