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 | $36,311 | $79,523-54.3% | $140,016-74.1% | $56,287-35.5% |
| Participation rate | 33.3% | 85.7%-52.4pp | 87.5%-54.2pp | 69.9%-36.5pp |
| Annual return | -53.23% | 2.39%-55.6pp | 651.12%-704.4pp | -9.96%-43.3pp |
| Employer contribution / active EE | $944 | $3,350-71.8% | $5,606-83.2% | $2,111-55.3% |
| Participant deferral / active EE | $2,925 | $5,129-43.0% | $6,927-57.8% | $3,350-12.7% |
| Admin fee / account holder | $7,868 | $614+1180.8% | $10,705-26.5% | $521+1410.4% |