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 5-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 | $20,608 | $77,634-73.5% | $156,549-86.8% | $62,891-67.2% |
| Participation rate | 15.6% | 71.2%-55.6pp | 84.0%-68.5pp | 69.3%-53.8pp |
| Annual return | -12.76% | 50.32%-63.1pp | 32.23%-45.0pp | 20.14%-32.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,492 | $3,045-51.0% | $4,871-69.4% | $3,203-53.4% |
| Admin fee / account holder | $18,187 | $5,561+227.0% | $13,027+39.6% | $4,296+323.4% |