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 5-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 | $24,983 | $54,350-54.0% | $82,719-69.8% | $68,494-63.5% |
| Participation rate | 7.8% | 63.9%-56.1pp | 72.6%-64.7pp | 67.9%-60.1pp |
| Annual return | -21.69% | -13.67%-8.0pp | 701.18%-722.9pp | -7.84%-13.8pp |
| Employer contribution / active EE | $284 | $2,218-87.2% | $3,009-90.6% | $2,596-89.1% |
| Participant deferral / active EE | $353 | $3,246-89.1% | $4,395-92.0% | $4,027-91.2% |
| Admin fee / account holder | $1,048 | $4,395-76.1% | $5,329-80.3% | $5,403-80.6% |