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 8-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 | $24,251 | $40,256-39.8% | $57,343-57.7% | $59,632-59.3% |
| Participation rate | 29.4% | 69.2%-39.8pp | 75.1%-45.7pp | 68.7%-39.3pp |
| Annual return | -2.14% | 27.49%-29.6pp | 24.39%-26.5pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $514 | $2,399-78.6% | $3,162-83.7% | $3,192-83.9% |
| Admin fee / account holder | $14,937 | $2,818+430.1% | $3,356+345.1% | $4,297+247.6% |