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 | $11,807 | $32,117-63.2% | $71,086-83.4% | $64,186-81.6% |
| Participation rate | 7.4% | 42.7%-35.3pp | 54.7%-47.2pp | 69.6%-62.2pp |
| Annual return | -12.64% | -5.57%-7.1pp | 650.59%-663.2pp | 7.63%-20.3pp |
| Employer contribution / active EE | $120 | $712-83.2% | $1,088-89.0% | $2,381-95.0% |
| Participant deferral / active EE | $270 | $1,263-78.7% | $1,874-85.6% | $3,470-92.2% |
| Admin fee / account holder | $853 | $2,759-69.1% | $3,082-72.3% | $4,888-82.5% |