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 | $13,110 | $82,286-84.1% | $68,791-80.9% | $134,475-90.3% |
| Participation rate | 6.3% | 75.1%-68.8pp | 69.0%-62.8pp | 81.2%-75.0pp |
| Annual return | -26.77% | -2.19%-24.6pp | -6.38%-20.4pp | 417.96%-444.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,366 | $4,739-71.2% | $3,941-65.3% | $6,400-78.7% |
| Admin fee / account holder | $656 | $6,481-89.9% | $4,932-86.7% | $11,426-94.3% |