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 | $16,305 | $92,703-82.4% | $82,719-80.3% | $134,475-87.9% |
| Participation rate | 23.1% | 75.2%-52.1pp | 72.6%-49.5pp | 81.2%-58.1pp |
| Annual return | -43.66% | 944.92%-988.6pp | 701.18%-744.8pp | 417.96%-461.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,996 | $4,802-37.6% | $4,395-31.8% | $6,400-53.2% |
| Admin fee / account holder | $2,204 | $5,983-63.2% | $5,329-58.6% | $11,426-80.7% |