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 9-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 | $11,290 | $44,103-74.4% | $75,826-85.1% | $64,186-82.4% |
| Participation rate | 41.7% | 62.7%-21.1pp | 68.2%-26.6pp | 69.6%-27.9pp |
| Annual return | -15.67% | -4.72%-11.0pp | 1914.15%-1929.8pp | 7.63%-23.3pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,723 | $2,204+23.5% | $2,862-4.9% | $3,470-21.5% |
| Admin fee / account holder | $2,128 | $3,506-39.3% | $4,726-55.0% | $4,888-56.5% |