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 | $18,190 | $54,350-66.5% | $82,719-78.0% | $68,494-73.4% |
| Participation rate | 45.3% | 63.9%-18.6pp | 72.6%-27.3pp | 67.9%-22.6pp |
| Annual return | -22.24% | -13.67%-8.6pp | 701.18%-723.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,764 | $3,246-45.7% | $4,395-59.9% | $4,027-56.2% |
| Admin fee / account holder | $323 | $4,395-92.6% | $5,329-93.9% | $5,403-94.0% |