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 7-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 | $13,664 | $47,977-71.5% | $154,107-91.1% | $56,287-75.7% |
| Participation rate | 17.0% | 66.2%-49.1pp | 83.0%-66.0pp | 69.9%-52.8pp |
| Annual return | -55.87% | 3.54%-59.4pp | 735.12%-791.0pp | -9.96%-45.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $823 | $2,392-65.6% | $5,081-83.8% | $3,350-75.4% |
| Admin fee / account holder | $1,832 | $438+318.0% | $13,411-86.3% | $521+251.6% |