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 | $30,746 | $116,167-73.5% | $64,489-52.3% | $137,256-77.6% |
| Participation rate | 20.0% | 68.2%-48.2pp | 67.7%-47.7pp | 80.0%-60.0pp |
| Annual return | -45.40% | 36.55%-81.9pp | 55.03%-100.4pp | 220.34%-265.7pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,640 | $4,215-37.4% | $2,778-5.0% | $6,407-58.8% |
| Admin fee / account holder | $15,621 | $6,188+152.4% | $4,260+266.7% | $12,270+27.3% |