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 | $17,246 | $39,798-56.7% | $67,711-74.5% | $59,632-71.1% |
| Participation rate | 53.8% | 57.4%-3.5pp | 67.5%-13.7pp | 68.7%-14.8pp |
| Annual return | -6.35% | 89.94%-96.3pp | 25.41%-31.8pp | 2041.28%-2047.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,565 | $2,335+9.9% | $3,585-28.4% | $3,192-19.6% |
| Admin fee / account holder | $697 | $3,212-78.3% | $4,255-83.6% | $4,297-83.8% |