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 4-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 | $39,215 | $84,695-53.7% | $73,843-46.9% | $125,391-68.7% |
| Participation rate | 45.0% | 76.8%-31.8pp | 73.4%-28.4pp | 83.2%-38.2pp |
| Annual return | -6.00% | 3123.53%-3129.5pp | 2267.84%-2273.8pp | 282.22%-288.2pp |
| Employer contribution / active EE | $20 | $3,123-99.4% | $2,787-99.3% | $4,866-99.6% |
| Participant deferral / active EE | $604 | $3,992-84.9% | $3,583-83.1% | $5,352-88.7% |
| Admin fee / account holder | $1,563 | $5,691-72.5% | $4,880-68.0% | $9,540-83.6% |