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 | $21,200 | $210,648-89.9% | $177,989-88.1% | $145,922-85.5% |
| Participation rate | 10.0% | 80.8%-70.8pp | 77.1%-67.1pp | 80.3%-70.3pp |
| Annual return | -55.88% | 385.86%-441.7pp | 294.48%-350.4pp | 561.29%-617.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $654 | $6,958-90.6% | $6,276-89.6% | $6,688-90.2% |
| Admin fee / account holder | $24,103 | $12,013+100.6% | $10,363+132.6% | $13,397+79.9% |