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 | $8,043 | $88,751-90.9% | $81,812-90.2% | $145,922-94.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | -33.64% | 1025.40%-1059.0pp | 773.79%-807.4pp | 561.29%-594.9pp |
| Employer contribution / active EE | $300 | $3,083-90.3% | $2,912-89.7% | $4,660-93.6% |
| Participant deferral / active EE | $1,200 | $4,643-74.2% | $4,319-72.2% | $6,688-82.1% |
| Admin fee / account holder | $3,522 | $8,415-58.1% | $7,386-52.3% | $13,397-73.7% |