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 | $21,057 | $56,484-62.7% | $169,463-87.6% | $64,186-67.2% |
| Participation rate | 47.1% | 64.5%-17.5pp | 77.8%-30.7pp | 69.6%-22.5pp |
| Annual return | -10.47% | -1.55%-8.9pp | 1.83%-12.3pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,386 | $3,448-1.8% | $5,277-35.8% | $3,470-2.4% |
| Admin fee / account holder | $1,287 | $4,174-69.2% | $9,109-85.9% | $4,888-73.7% |