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 8-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 | $18,681 | $76,000-75.4% | $154,107-87.9% | $64,186-70.9% |
| Participation rate | 38.1% | 70.4%-32.3pp | 83.0%-44.9pp | 69.6%-31.4pp |
| Annual return | -14.10% | 30.32%-44.4pp | 735.12%-749.2pp | 7.63%-21.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,695 | $3,175-46.6% | $5,081-66.6% | $3,470-51.1% |
| Admin fee / account holder | $1,250 | $5,596-77.7% | $13,411-90.7% | $4,888-74.4% |