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 | $44,208 | $58,320-24.2% | $86,436-48.9% | $66,914-33.9% |
| Participation rate | 59.7% | 78.6%-18.9pp | 80.3%-20.6pp | 69.8%-10.1pp |
| Annual return | -18.14% | -9.71%-8.4pp | 4394.89%-4413.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,622 | $6,899+25.0% | $6,952+24.0% | $4,237+103.5% |
| Admin fee / account holder | $1,088 | $546+99.4% | $6,731-83.8% | $593+83.4% |