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 5-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 | $19,860 | $142,344-86.0% | $119,609-83.4% | $134,475-85.2% |
| Participation rate | 35.7% | 82.8%-47.1pp | 79.3%-43.5pp | 81.2%-45.5pp |
| Annual return | -43.50% | -12.44%-31.1pp | -14.97%-28.5pp | 417.96%-461.5pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,658 | $6,469-28.0% | $5,602-16.8% | $6,400-27.2% |
| Admin fee / account holder | $2,689 | $13,584-80.2% | $10,323-74.0% | $11,426-76.5% |