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 | $52,863 | $73,867-28.4% | $143,757-63.2% | $68,494-22.8% |
| Participation rate | 35.1% | 66.7%-31.5pp | 80.3%-45.2pp | 67.9%-32.8pp |
| Annual return | -20.73% | 1.01%-21.7pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,801 | $3,384-46.8% | $5,637-68.0% | $4,027-55.3% |
| Admin fee / account holder | $4,473 | $5,755-22.3% | $14,673-69.5% | $5,403-17.2% |