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 | $8,692 | $45,863-81.0% | $77,024-88.7% | $68,494-87.3% |
| Participation rate | 32.1% | 55.9%-23.8pp | 67.9%-35.8pp | 67.9%-35.8pp |
| Annual return | -37.82% | 1.72%-39.5pp | 42.32%-80.1pp | -7.84%-30.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,152 | $2,962-27.3% | $4,426-51.4% | $4,027-46.6% |
| Admin fee / account holder | $420 | $3,041-86.2% | $5,425-92.3% | $5,403-92.2% |