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 | $8,992 | $35,183-74.4% | $73,545-87.8% | $70,131-87.2% |
| Participation rate | 15.9% | 42.9%-27.0pp | 54.9%-39.0pp | 69.5%-53.6pp |
| Annual return | -69.56% | 26.90%-96.5pp | -15.16%-54.4pp | 73.14%-142.7pp |
| Employer contribution / active EE | $19 | $709-97.4% | $1,219-98.5% | $2,342-99.2% |
| Participant deferral / active EE | $1,115 | $1,220-8.6% | $1,806-38.3% | $3,332-66.5% |
| Admin fee / account holder | $5,156 | $2,302+123.9% | $2,320+122.3% | $4,645+11.0% |