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 | $23,142 | $69,010-66.5% | $159,960-85.5% | $68,494-66.2% |
| Participation rate | 56.1% | 65.4%-9.3pp | 78.0%-21.9pp | 67.9%-11.8pp |
| Annual return | -19.47% | -9.65%-9.8pp | 408.60%-428.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,521 | $4,212-40.1% | $6,182-59.2% | $4,027-37.4% |
| Admin fee / account holder | $10,793 | $4,798+124.9% | $8,698+24.1% | $5,403+99.8% |