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 3-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 | $32,288 | $29,660+8.9% | $56,411-42.8% | $80,856-60.1% |
| Participation rate | 3.1% | 41.6%-38.5pp | 52.5%-49.3pp | 67.6%-64.5pp |
| Annual return | -25.13% | 35.23%-60.4pp | 1701.33%-1726.5pp | 35.59%-60.7pp |
| Employer contribution / active EE | $80 | $669-88.0% | $1,039-92.3% | $2,755-97.1% |
| Participant deferral / active EE | $406 | $1,226-66.9% | $1,952-79.2% | $4,296-90.5% |
| Admin fee / account holder | $5,096 | $2,428+109.9% | $2,829+80.2% | $6,918-26.3% |