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 | $16,623 | $87,540-81.0% | $75,781-78.1% | $125,391-86.7% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -7.15% | 13.48%-20.6pp | 9.68%-16.8pp | 282.22%-289.4pp |
| Employer contribution / active EE | $197 | $3,930-95.0% | $3,323-94.1% | $4,866-95.9% |
| Participant deferral / active EE | $1,057 | $4,229-75.0% | $3,651-71.1% | $5,352-80.3% |
| Admin fee / account holder | $367 | $6,502-94.4% | $5,299-93.1% | $9,540-96.2% |