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 | $22,401 | $76,000-70.5% | $154,107-85.5% | $64,186-65.1% |
| Participation rate | 62.2% | 70.4%-8.2pp | 83.0%-20.8pp | 69.6%-7.3pp |
| Annual return | -8.82% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,555 | $3,175-19.5% | $5,081-49.7% | $3,470-26.4% |
| Admin fee / account holder | $1,299 | $5,596-76.8% | $13,411-90.3% | $4,888-73.4% |