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 | $29,319-87.5% | $52,425-93.0% | $82,448-95.5% |
| Participation rate | 2.2% | 46.9%-44.7pp | 55.6%-53.4pp | 68.1%-65.9pp |
| Annual return | -87.18% | 535.20%-622.4pp | 302.12%-389.3pp | 41.64%-128.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $72 | $1,171-93.9% | $1,790-96.0% | $4,139-98.3% |
| Admin fee / account holder | $2,926 | $1,962+49.1% | $2,495+17.3% | $7,234-59.6% |