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 5-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 | $4,475 | $27,641-83.8% | $61,373-92.7% | $68,494-93.5% |
| Participation rate | 10.4% | 39.5%-29.0pp | 52.6%-42.1pp | 67.9%-57.4pp |
| Annual return | -30.00% | -13.24%-16.8pp | 338.61%-368.6pp | -7.84%-22.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $405 | $1,263-67.9% | $2,125-80.9% | $4,027-89.9% |
| Admin fee / account holder | $712 | $2,010-64.6% | $2,130-66.6% | $5,403-86.8% |