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 | $7,889 | $74,888-89.5% | $71,209-88.9% | $142,382-94.5% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.1%-38.5pp |
| Annual return | -17.83% | 345.14%-363.0pp | 282.51%-300.3pp | 217.08%-234.9pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,385 | $4,454-46.5% | $4,175-42.9% | $6,507-63.3% |
| Admin fee / account holder | $2,373 | $5,568-57.4% | $5,349-55.6% | $12,624-81.2% |