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 | $27,882 | $138,065-79.8% | $123,544-77.4% | $135,375-79.4% |
| Participation rate | 17.4% | 84.7%-67.3pp | 82.3%-64.9pp | 82.6%-65.2pp |
| Annual return | -15.42% | 153.68%-169.1pp | 119.20%-134.6pp | 519.73%-535.2pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $324 | $6,799-95.2% | $6,426-95.0% | $5,609-94.2% |
| Admin fee / account holder | $21,746 | $10,916+99.2% | $9,284+134.2% | $10,827+100.8% |