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 | $10,502 | $42,894-75.5% | $60,874-82.7% | $68,494-84.7% |
| Participation rate | 13.1% | 66.8%-53.7pp | 73.1%-60.0pp | 67.9%-54.8pp |
| Annual return | -20.73% | -13.98%-6.8pp | 16.90%-37.6pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $812 | $2,867-71.7% | $3,817-78.7% | $4,027-79.8% |
| Admin fee / account holder | $5,021 | $3,101+61.9% | $3,224+55.7% | $5,403-7.1% |