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 3-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 | $1,783 | $30,400-94.1% | $53,898-96.7% | $84,808-97.9% |
| Participation rate | 35.9% | 46.4%-10.5pp | 55.0%-19.1pp | 68.3%-32.4pp |
| Annual return | -36.78% | 500.19%-537.0pp | 528.60%-565.4pp | 40.90%-77.7pp |
| Employer contribution / active EE | $95 | $603-84.3% | $932-89.9% | $2,631-96.4% |
| Participant deferral / active EE | $213 | $1,199-82.2% | $1,826-88.3% | $4,212-94.9% |
| Admin fee / account holder | $768 | $1,993-61.5% | $2,491-69.2% | $7,344-89.5% |