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 | $38,926 | $118,427-67.1% | $66,042-41.1% | $142,382-72.7% |
| Participation rate | 6.3% | 68.1%-61.9pp | 67.5%-61.3pp | 80.1%-73.9pp |
| Annual return | -66.85% | 35.57%-102.4pp | 52.11%-119.0pp | 217.08%-283.9pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,772 | $4,311-58.9% | $2,835-37.5% | $6,507-72.8% |
| Admin fee / account holder | $22,401 | $9,593+133.5% | $5,747+289.8% | $12,624+77.5% |