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 | $7,368 | $88,751-91.7% | $81,812-91.0% | $145,922-95.0% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.3%-45.1pp | 80.3%-53.0pp |
| Annual return | -19.71% | 1025.40%-1045.1pp | 773.79%-793.5pp | 561.29%-581.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,630 | $4,643-43.4% | $4,319-39.1% | $6,688-60.7% |
| Admin fee / account holder | $1,506 | $8,415-82.1% | $7,386-79.6% | $13,397-88.8% |