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 | $10,739 | $93,024-88.5% | $77,024-86.1% | $134,475-92.0% |
| Participation rate | 4.3% | 74.5%-70.1pp | 67.9%-63.6pp | 81.2%-76.9pp |
| Annual return | -22.65% | 62.60%-85.2pp | 42.32%-65.0pp | 417.96%-440.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $151 | $5,238-97.1% | $4,426-96.6% | $6,400-97.6% |
| Admin fee / account holder | $535 | $6,944-92.3% | $5,425-90.1% | $11,426-95.3% |