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 | $16,400 | $90,348-81.8% | $75,972-78.4% | $145,922-88.8% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.1%-27.9pp | 80.3%-39.1pp |
| Annual return | -9.07% | 620.88%-629.9pp | 359.55%-368.6pp | 561.29%-570.4pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,625 | $5,162-68.5% | $4,255-61.8% | $6,688-75.7% |
| Admin fee / account holder | $3,979 | $8,467-53.0% | $6,467-38.5% | $13,397-70.3% |