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 | $9,783 | $100,852-90.3% | $90,404-89.2% | $158,922-93.8% |
| Participation rate | 35.7% | 75.0%-39.3pp | 72.7%-37.0pp | 82.0%-46.2pp |
| Annual return | -2.07% | 1724.20%-1726.3pp | 1293.02%-1295.1pp | 302.83%-304.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $847 | $4,348-80.5% | $3,963-78.6% | $5,982-85.8% |
| Admin fee / account holder | $4,680 | $6,501-28.0% | $5,611-16.6% | $11,246-58.4% |