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 | $3,122 | $29,660-89.5% | $56,411-94.5% | $80,856-96.1% |
| Participation rate | 1.9% | 41.6%-39.8pp | 52.5%-50.6pp | 67.6%-65.8pp |
| Annual return | 6.15% | 35.23%-29.1pp | 1701.33%-1695.2pp | 35.59%-29.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $63 | $1,226-94.9% | $1,952-96.8% | $4,296-98.5% |
| Admin fee / account holder | $4,736 | $2,428+95.1% | $2,829+67.4% | $6,918-31.5% |