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 | $30,449 | $69,010-55.9% | $159,960-81.0% | $68,494-55.5% |
| Participation rate | 51.9% | 65.4%-13.5pp | 78.0%-26.0pp | 67.9%-16.0pp |
| Annual return | -21.23% | -9.65%-11.6pp | 408.60%-429.8pp | -7.84%-13.4pp |
| Employer contribution / active EE | $371 | $2,213-83.2% | $4,226-91.2% | $2,596-85.7% |
| Participant deferral / active EE | $2,089 | $4,212-50.4% | $6,182-66.2% | $4,027-48.1% |
| Admin fee / account holder | $1,429 | $4,798-70.2% | $8,698-83.6% | $5,403-73.5% |