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 | $23,288 | $54,350-57.2% | $82,719-71.8% | $68,494-66.0% |
| Participation rate | 22.0% | 63.9%-42.0pp | 72.6%-50.6pp | 67.9%-45.9pp |
| Annual return | -22.60% | -13.67%-8.9pp | 701.18%-723.8pp | -7.84%-14.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,252 | $3,246-61.4% | $4,395-71.5% | $4,027-68.9% |
| Admin fee / account holder | $1,882 | $4,395-57.2% | $5,329-64.7% | $5,403-65.2% |