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 9-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 | $21,412 | $115,770-81.5% | $101,248-78.9% | $158,922-86.5% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | -2.91% | 56.14%-59.1pp | 46.47%-49.4pp | 302.83%-305.7pp |
| Employer contribution / active EE | $1,896 | $4,175-54.6% | $3,660-48.2% | $4,761-60.2% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $31,672 | $7,245+337.2% | $5,945+432.7% | $11,246+181.6% |