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 10-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 | $57,769 | $68,547-15.7% | $120,354-52.0% | $80,856-28.6% |
| Participation rate | 0.0% | 61.6%-61.6pp | 71.9%-71.9pp | 67.6%-67.6pp |
| Annual return | -75.52% | 23.60%-99.1pp | 107.15%-182.7pp | 35.59%-111.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $3,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $353 | $3,173-88.9% | $4,991-92.9% | $4,296-91.8% |
| Admin fee / account holder | $102,241 | $5,732+1683.7% | $9,423+985.0% | $6,918+1377.9% |