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 | $21,331 | $91,190-76.6% | $178,490-88.0% | $79,858-73.3% |
| Participation rate | 48.9% | 69.2%-20.3pp | 81.9%-33.0pp | 69.6%-20.7pp |
| Annual return | -2.02% | 24.19%-26.2pp | 151.07%-153.1pp | 31.71%-33.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,168 | $3,236-63.9% | $5,202-77.5% | $3,740-68.8% |
| Admin fee / account holder | $1,577 | $6,751-76.6% | $13,984-88.7% | $5,306-70.3% |