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 9-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 | $48,114 | $54,229-11.3% | $70,092-31.4% | $68,494-29.8% |
| Participation rate | 29.3% | 64.5%-35.2pp | 70.5%-41.2pp | 67.9%-38.6pp |
| Annual return | -25.07% | -13.87%-11.2pp | 190.73%-215.8pp | -7.84%-17.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,096 | $2,956-29.1% | $3,849-45.5% | $4,027-47.9% |
| Admin fee / account holder | $2,827 | $4,694-39.8% | $6,267-54.9% | $5,403-47.7% |