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 6-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 | $18,736 | $82,664-77.3% | $125,339-85.1% | $68,494-72.6% |
| Participation rate | 69.2% | 75.0%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -22.67% | -5.97%-16.7pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,259 | $6,110+18.8% | $7,446-2.5% | $4,027+80.3% |
| Admin fee / account holder | $1,192 | $6,275-81.0% | $10,010-88.1% | $5,403-77.9% |