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 | $13,989 | $100,970-86.1% | $96,576-85.5% | $137,256-89.8% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | -50.11% | 38.16%-88.3pp | 38.47%-88.6pp | 220.34%-270.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,457 | $8,286-34.1% | $7,956-31.4% | $6,407-14.8% |
| Admin fee / account holder | $5,505 | $11,312-51.3% | $11,381-51.6% | $12,270-55.1% |