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 3-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 | $3,675 | $30,400-87.9% | $53,898-93.2% | $84,808-95.7% |
| Participation rate | 2.2% | 46.4%-44.3pp | 55.0%-52.8pp | 68.3%-66.1pp |
| Annual return | -87.18% | 500.19%-587.4pp | 528.60%-615.8pp | 40.90%-128.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $72 | $1,199-94.0% | $1,826-96.1% | $4,212-98.3% |
| Admin fee / account holder | $2,926 | $1,993+46.8% | $2,491+17.5% | $7,344-60.2% |