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 10-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.
Employer 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 | $35,787 | $27,915+28.2% | $58,482-38.8% | $75,163-52.4% |
| Participation rate | 20.0% | 38.8%-18.8pp | 50.9%-30.9pp | 67.2%-47.2pp |
| Annual return | -51.65% | 44.20%-95.9pp | 4239.32%-4291.0pp | 160.62%-212.3pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $670 | $1,201-44.3% | $1,924-65.2% | $4,125-83.8% |
| Admin fee / account holder | $1,458 | $1,726-15.5% | $2,516-42.0% | $5,651-74.2% |