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 | $54,807 | $138,065-60.3% | $123,544-55.6% | $135,375-59.5% |
| Participation rate | 45.0% | 84.7%-39.7pp | 82.3%-37.3pp | 82.6%-37.6pp |
| Annual return | -13.03% | 153.68%-166.7pp | 119.20%-132.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,857 | $6,799-43.3% | $6,426-40.0% | $5,609-31.2% |
| Admin fee / account holder | $7,952 | $10,916-27.2% | $9,284-14.4% | $10,827-26.6% |