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 | $10,460 | $42,383-75.3% | $76,523-86.3% | $64,186-83.7% |
| Participation rate | 15.2% | 58.1%-42.9pp | 68.0%-52.8pp | 69.6%-54.4pp |
| Annual return | -29.66% | -16.54%-13.1pp | -0.27%-29.4pp | 7.63%-37.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,243 | $2,566-51.6% | $3,835-67.6% | $3,470-64.2% |
| Admin fee / account holder | $960 | $3,198-70.0% | $4,848-80.2% | $4,888-80.4% |