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 | $53,197 | $83,902-36.6% | $167,512-68.2% | $84,808-37.3% |
| Participation rate | 55.6% | 66.5%-10.9pp | 77.1%-21.5pp | 68.3%-12.8pp |
| Annual return | -8.10% | 91.55%-99.7pp | 1615.79%-1623.9pp | 40.90%-49.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,362 | $4,442-46.8% | $6,405-63.1% | $4,212-43.9% |
| Admin fee / account holder | $16,411 | $7,915+107.3% | $9,769+68.0% | $7,344+123.5% |