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 7-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 | $8,441 | $27,641-69.5% | $61,373-86.2% | $68,494-87.7% |
| Participation rate | 7.8% | 39.5%-31.6pp | 52.6%-44.7pp | 67.9%-60.0pp |
| Annual return | -21.40% | -13.24%-8.2pp | 338.61%-360.0pp | -7.84%-13.6pp |
| Employer contribution / active EE | $200 | $695-71.3% | $1,159-82.8% | $2,596-92.3% |
| Participant deferral / active EE | $259 | $1,263-79.5% | $2,125-87.8% | $4,027-93.6% |
| Admin fee / account holder | $726 | $2,010-63.9% | $2,130-65.9% | $5,403-86.6% |