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 7-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 | $20,645 | $64,707-68.1% | $112,228-81.6% | $68,494-69.9% |
| Participation rate | 18.6% | 67.2%-48.6pp | 75.1%-56.5pp | 67.9%-49.3pp |
| Annual return | -31.72% | -11.40%-20.3pp | 27.45%-59.2pp | -7.84%-23.9pp |
| Employer contribution / active EE | $292 | $2,746-89.3% | $3,635-92.0% | $2,596-88.7% |
| Participant deferral / active EE | $1,796 | $3,565-49.6% | $4,728-62.0% | $4,027-55.4% |
| Admin fee / account holder | $3,093 | $5,232-40.9% | $6,410-51.7% | $5,403-42.7% |