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 | $5,698 | $25,979-78.1% | $71,735-92.1% | $68,494-91.7% |
| Participation rate | 30.8% | 54.5%-23.7pp | 62.3%-31.5pp | 67.9%-37.1pp |
| Annual return | -23.88% | -15.10%-8.8pp | 9.14%-33.0pp | -7.84%-16.0pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,240 | $1,522-18.5% | $2,658-53.3% | $4,027-69.2% |
| Admin fee / account holder | $392 | $2,022-80.6% | $3,974-90.1% | $5,403-92.7% |