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 | $9,080 | $58,208-84.4% | $81,812-88.9% | $80,856-88.8% |
| Participation rate | 21.1% | 63.4%-42.4pp | 72.3%-51.3pp | 67.6%-46.6pp |
| Annual return | -6.20% | 41.66%-47.9pp | 773.79%-780.0pp | 35.59%-41.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $707 | $3,281-78.5% | $4,319-83.6% | $4,296-83.5% |
| Admin fee / account holder | $5,882 | $4,981+18.1% | $7,386-20.4% | $6,918-15.0% |