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 | $53,710 | $133,467-59.8% | $75,781-29.1% | - |
| Participation rate | 5.1% | 60.6%-55.5pp | 75.8%-70.8pp | - |
| Annual return | -15.88% | -2.40%-13.5pp | 9.68%-25.6pp | - |
| Employer contribution / active EE | $0 | $1,704-100.0% | $3,323-100.0% | - |
| Participant deferral / active EE | $402 | $2,196-81.7% | $3,651-89.0% | - |
| Admin fee / account holder | $8,206 | $9,890-17.0% | $5,299+54.9% | - |