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 4-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 | $27,868 | $78,694-64.6% | $67,652-58.8% | $125,391-77.8% |
| Participation rate | 13.0% | 78.8%-65.8pp | 75.7%-62.6pp | 83.2%-70.1pp |
| Annual return | -4.71% | 9.46%-14.2pp | 6625.04%-6629.7pp | 282.22%-286.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $473 | $4,292-89.0% | $3,560-86.7% | $5,352-91.2% |
| Admin fee / account holder | $334 | $7,403-95.5% | $4,821-93.1% | $9,540-96.5% |