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 6-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 | $7,909 | $29,660-73.3% | $56,411-86.0% | $80,856-90.2% |
| Participation rate | 8.3% | 41.6%-33.3pp | 52.5%-44.1pp | 67.6%-59.3pp |
| Annual return | -2.76% | 35.23%-38.0pp | 1701.33%-1704.1pp | 35.59%-38.4pp |
| Employer contribution / active EE | $136 | $669-79.8% | $1,039-87.0% | $2,755-95.1% |
| Participant deferral / active EE | $208 | $1,226-83.0% | $1,952-89.3% | $4,296-95.2% |
| Admin fee / account holder | $412 | $2,428-83.0% | $2,829-85.4% | $6,918-94.0% |