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 6-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 | $15,685 | $48,265-67.5% | $68,791-77.2% | $68,494-77.1% |
| Participation rate | 16.3% | 60.7%-44.4pp | 69.0%-52.7pp | 67.9%-51.6pp |
| Annual return | -28.86% | -12.71%-16.2pp | -6.38%-22.5pp | -7.84%-21.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $667 | $2,867-76.7% | $3,941-83.1% | $4,027-83.4% |
| Admin fee / account holder | $1,796 | $4,355-58.8% | $4,932-63.6% | $5,403-66.8% |