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 | $17,252 | $44,850-61.5% | $60,547-71.5% | $59,632-71.1% |
| Participation rate | 45.2% | 59.5%-14.3pp | 68.0%-22.8pp | 68.7%-23.5pp |
| Annual return | -2.98% | 1074.14%-1077.1pp | 335.64%-338.6pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $521 | $2,230-76.6% | $3,328-84.3% | $3,192-83.7% |
| Admin fee / account holder | $3,080 | $3,635-15.3% | $4,536-32.1% | $4,297-28.3% |