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 | $20,651 | $42,894-51.9% | $60,874-66.1% | $68,494-69.9% |
| Participation rate | 59.0% | 66.8%-7.8pp | 73.1%-14.1pp | 67.9%-8.9pp |
| Annual return | -21.16% | -13.98%-7.2pp | 16.90%-38.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,597 | $2,867+60.4% | $3,817+20.5% | $4,027+14.2% |
| Admin fee / account holder | $2,694 | $3,101-13.1% | $3,224-16.5% | $5,403-50.1% |