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 | $29,319-93.9% | $52,425-96.6% | $82,448-97.8% |
| Participation rate | 35.9% | 46.9%-11.0pp | 55.6%-19.7pp | 68.1%-32.2pp |
| Annual return | -36.78% | 535.20%-572.0pp | 302.12%-338.9pp | 41.64%-78.4pp |
| Employer contribution / active EE | $95 | $586-83.9% | $914-89.7% | $2,551-96.3% |
| Participant deferral / active EE | $213 | $1,171-81.8% | $1,790-88.1% | $4,139-94.9% |
| Admin fee / account holder | $768 | $1,962-60.9% | $2,495-69.2% | $7,234-89.4% |