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 | $3,468 | $29,660-88.3% | $56,411-93.9% | $80,856-95.7% |
| Participation rate | 12.3% | 41.6%-29.3pp | 52.5%-40.2pp | 67.6%-55.3pp |
| Annual return | -40.74% | 35.23%-76.0pp | 1701.33%-1742.1pp | 35.59%-76.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $100 | $1,226-91.9% | $1,952-94.9% | $4,296-97.7% |
| Admin fee / account holder | $2,384 | $2,428-1.8% | $2,829-15.7% | $6,918-65.5% |