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 | $43,208 | $52,519-17.7% | $155,790-72.3% | $59,632-27.5% |
| Participation rate | 18.2% | 61.7%-43.5pp | 76.1%-57.9pp | 68.7%-50.5pp |
| Annual return | -2.92% | 53.51%-56.4pp | 71.54%-74.5pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,792 | $3,084-41.9% | $4,797-62.7% | $3,192-43.9% |
| Admin fee / account holder | $2,217 | $3,540-37.4% | $7,478-70.4% | $4,297-48.4% |