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 6-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 | $15,725 | $27,641-43.1% | $61,373-74.4% | $68,494-77.0% |
| Participation rate | 1.6% | 39.5%-37.9pp | 52.6%-51.0pp | 67.9%-66.3pp |
| Annual return | -39.83% | -13.24%-26.6pp | 338.61%-378.4pp | -7.84%-32.0pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $144 | $1,263-88.6% | $2,125-93.2% | $4,027-96.4% |
| Admin fee / account holder | $2,848 | $2,010+41.7% | $2,130+33.7% | $5,403-47.3% |