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 | $3,179 | $27,641-88.5% | $61,373-94.8% | $68,494-95.4% |
| Participation rate | 7.1% | 39.5%-32.3pp | 52.6%-45.4pp | 67.9%-60.7pp |
| Annual return | -22.59% | -13.24%-9.4pp | 338.61%-361.2pp | -7.84%-14.8pp |
| Employer contribution / active EE | $201 | $695-71.2% | $1,159-82.7% | $2,596-92.3% |
| Participant deferral / active EE | $206 | $1,263-83.7% | $2,125-90.3% | $4,027-94.9% |
| Admin fee / account holder | $1,683 | $2,010-16.3% | $2,130-21.0% | $5,403-68.8% |