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 9-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 | $4,356 | $56,835-92.3% | - | $135,375-96.8% |
| Participation rate | 50.0% | 68.0%-18.0pp | - | 82.6%-32.6pp |
| Annual return | -10.04% | 2630.74%-2640.8pp | - | 519.73%-529.8pp |
| Employer contribution / active EE | $142 | $2,734-94.8% | - | $4,779-97.0% |
| Participant deferral / active EE | $667 | $3,681-81.9% | - | $5,609-88.1% |
| Admin fee / account holder | $1,065 | $1,586-32.8% | - | $10,827-90.2% |