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 4-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 | $14,550 | $93,024-84.4% | $77,024-81.1% | $134,475-89.2% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -23.42% | 62.60%-86.0pp | 42.32%-65.7pp | 417.96%-441.4pp |
| Employer contribution / active EE | $46 | $3,418-98.7% | $2,812-98.4% | $4,740-99.0% |
| Participant deferral / active EE | $2,801 | $5,238-46.5% | $4,426-36.7% | $6,400-56.2% |
| Admin fee / account holder | $1,056 | $6,944-84.8% | $5,425-80.5% | $11,426-90.8% |