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 9-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 | $23,971 | $105,998-77.4% | $92,233-74.0% | $147,584-83.8% |
| Participation rate | 5.9% | 80.4%-74.5pp | 76.5%-70.6pp | 82.8%-76.9pp |
| Annual return | -100.16% | 50.05%-150.2pp | 176.28%-276.4pp | 578.55%-678.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,412 | $4,478-68.5% | $3,897-63.8% | $5,439-74.0% |
| Admin fee / account holder | $19,096 | $6,332+201.6% | $5,194+267.7% | $10,885+75.4% |