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 | $17,054 | $77,634-78.0% | $156,549-89.1% | $62,891-72.9% |
| Participation rate | 56.5% | 71.2%-14.7pp | 84.0%-27.5pp | 69.3%-12.8pp |
| Annual return | -2.26% | 50.32%-52.6pp | 32.23%-34.5pp | 20.14%-22.4pp |
| Employer contribution / active EE | $342 | $3,444-90.1% | $5,501-93.8% | $2,281-85.0% |
| Participant deferral / active EE | $2,059 | $3,045-32.4% | $4,871-57.7% | $3,203-35.7% |
| Admin fee / account holder | $1,370 | $5,561-75.4% | $13,027-89.5% | $4,296-68.1% |