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 | $8,610 | $27,641-68.9% | $61,373-86.0% | $68,494-87.4% |
| Participation rate | 2.5% | 39.5%-37.0pp | 52.6%-50.1pp | 67.9%-65.4pp |
| Annual return | -58.17% | -13.24%-44.9pp | 338.61%-396.8pp | -7.84%-50.3pp |
| Employer contribution / active EE | $96 | $695-86.2% | $1,159-91.7% | $2,596-96.3% |
| Participant deferral / active EE | $161 | $1,263-87.3% | $2,125-92.4% | $4,027-96.0% |
| Admin fee / account holder | $2,446 | $2,010+21.7% | $2,130+14.8% | $5,403-54.7% |