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 | $15,258 | $30,588-50.1% | $53,898-71.7% | $85,563-82.2% |
| Participation rate | 1.6% | 26.3%-24.7pp | 55.0%-53.3pp | 66.0%-64.3pp |
| Annual return | 13.37% | 50.42%-37.0pp | 528.60%-515.2pp | 31.51%-18.1pp |
| Employer contribution / active EE | $50 | $436-88.5% | $932-94.6% | $2,654-98.1% |
| Participant deferral / active EE | $95 | $848-88.8% | $1,826-94.8% | $4,375-97.8% |
| Admin fee / account holder | $11,566 | $1,879+515.5% | $2,491+364.4% | $834+1286.5% |