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 10-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 | $11,979 | $100,852-88.1% | $90,404-86.7% | $158,922-92.5% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | -13.55% | 1724.20%-1737.8pp | 1293.02%-1306.6pp | 302.83%-316.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,354 | $4,348-68.9% | $3,963-65.8% | $5,982-77.4% |
| Admin fee / account holder | $2,738 | $6,501-57.9% | $5,611-51.2% | $11,246-75.7% |