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 4-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 | $2,194 | $27,915-92.1% | $58,482-96.2% | $75,163-97.1% |
| Participation rate | 3.2% | 38.8%-35.6pp | 50.9%-47.7pp | 67.2%-64.0pp |
| Annual return | 6.67% | 44.20%-37.5pp | 4239.32%-4232.6pp | 160.62%-153.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $81 | $1,201-93.2% | $1,924-95.8% | $4,125-98.0% |
| Admin fee / account holder | $1,162 | $1,726-32.7% | $2,516-53.8% | $5,651-79.4% |