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 8-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 | $31,064 | $27,641+12.4% | $61,373-49.4% | $68,494-54.6% |
| Participation rate | 9.8% | 39.5%-29.7pp | 52.6%-42.8pp | 67.9%-58.1pp |
| Annual return | -28.35% | -13.24%-15.1pp | 338.61%-367.0pp | -7.84%-20.5pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $266 | $1,263-79.0% | $2,125-87.5% | $4,027-93.4% |
| Admin fee / account holder | $4,913 | $2,010+144.4% | $2,130+130.7% | $5,403-9.1% |