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 4-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 | $3,138 | $67,823-95.4% | $52,425-94.0% | $137,256-97.7% |
| Participation rate | 4.8% | 63.9%-59.1pp | 55.6%-50.9pp | 80.0%-75.2pp |
| Annual return | -17.00% | 219.11%-236.1pp | 302.12%-319.1pp | 220.34%-237.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $38 | $2,288-98.3% | $1,790-97.9% | $6,407-99.4% |
| Admin fee / account holder | $966 | $2,844-66.0% | $2,495-61.3% | $12,270-92.1% |