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 5-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 | $19,529 | $82,286-76.3% | $68,791-71.6% | $134,475-85.5% |
| Participation rate | 45.8% | 75.1%-29.2pp | 69.0%-23.2pp | 81.2%-35.4pp |
| Annual return | -27.53% | -2.19%-25.3pp | -6.38%-21.1pp | 417.96%-445.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,668 | $4,739-43.7% | $3,941-32.3% | $6,400-58.3% |
| Admin fee / account holder | $1,765 | $6,481-72.8% | $4,932-64.2% | $11,426-84.6% |