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 | $10,730 | $57,281-81.3% | $86,612-87.6% | $75,163-85.7% |
| Participation rate | 10.9% | 63.2%-52.3pp | 71.7%-60.8pp | 67.2%-56.3pp |
| Annual return | -6.22% | 2670.75%-2677.0pp | 591.07%-597.3pp | 160.62%-166.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9 | $3,318-99.7% | $4,438-99.8% | $4,125-99.8% |
| Admin fee / account holder | $3,948 | $4,112-4.0% | $5,614-29.7% | $5,651-30.1% |