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 10-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 | $18,737 | $50,958-63.2% | $74,550-74.9% | $64,186-70.8% |
| Participation rate | 47.7% | 61.1%-13.3pp | 69.1%-21.4pp | 69.6%-21.8pp |
| Annual return | -9.74% | -1.86%-7.9pp | 32.53%-42.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $90 | $1,115-91.9% | $1,961-95.4% | $2,381-96.2% |
| Participant deferral / active EE | $1,654 | $2,301-28.1% | $3,108-46.8% | $3,470-52.3% |
| Admin fee / account holder | $1,282 | $4,223-69.6% | $5,060-74.7% | $4,888-73.8% |