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 | $23,989 | $39,798-39.7% | $67,711-64.6% | $59,632-59.8% |
| Participation rate | 43.8% | 57.4%-13.6pp | 67.5%-23.8pp | 68.7%-24.9pp |
| Annual return | -35.54% | 89.94%-125.5pp | 25.41%-60.9pp | 2041.28%-2076.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,960 | $2,335+155.3% | $3,585+66.3% | $3,192+86.7% |
| Admin fee / account holder | $3,305 | $3,212+2.9% | $4,255-22.3% | $4,297-23.1% |