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 7-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 | $8,546 | $45,863-81.4% | $77,024-88.9% | $68,494-87.5% |
| Participation rate | 4.0% | 55.9%-51.9pp | 67.9%-63.9pp | 67.9%-63.9pp |
| Annual return | -20.39% | 1.72%-22.1pp | 42.32%-62.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $290 | $2,962-90.2% | $4,426-93.5% | $4,027-92.8% |
| Admin fee / account holder | $5,718 | $3,041+88.0% | $5,425+5.4% | $5,403+5.8% |