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 | $4,553 | $30,400-85.0% | $53,898-91.6% | $84,808-94.6% |
| Participation rate | 43.8% | 46.4%-2.7pp | 55.0%-11.2pp | 68.3%-24.6pp |
| Annual return | -63.56% | 500.19%-563.8pp | 528.60%-592.2pp | 40.90%-104.5pp |
| Employer contribution / active EE | $151 | $603-75.0% | $932-83.8% | $2,631-94.3% |
| Participant deferral / active EE | $244 | $1,199-79.7% | $1,826-86.7% | $4,212-94.2% |
| Admin fee / account holder | $2,993 | $1,993+50.1% | $2,491+20.2% | $7,344-59.2% |