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 | $36,651 | $101,283-63.8% | $75,826-51.7% | $135,375-72.9% |
| Participation rate | 46.7% | 72.7%-26.1pp | 68.2%-21.6pp | 82.6%-36.0pp |
| Annual return | -44.94% | 3384.62%-3429.6pp | 1914.15%-1959.1pp | 519.73%-564.7pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,550 | $3,469-55.3% | $2,862-45.8% | $5,609-72.4% |
| Admin fee / account holder | $4,697 | $6,539-28.2% | $4,726-0.6% | $10,827-56.6% |