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 9-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 | $13,656 | $152,509-91.0% | $117,472-88.4% | $134,475-89.8% |
| Participation rate | 5.3% | 77.1%-71.8pp | 70.6%-65.3pp | 81.2%-76.0pp |
| Annual return | -33.30% | 52.99%-86.3pp | 29.74%-63.0pp | 417.96%-451.3pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $763 | $4,818-84.2% | $4,070-81.2% | $6,400-88.1% |
| Admin fee / account holder | $374 | $7,004-94.7% | $5,645-93.4% | $11,426-96.7% |