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 | $33,968 | $93,346-63.6% | $71,796-52.7% | $273,961-87.6% |
| Participation rate | 40.9% | 76.5%-35.6pp | 69.1%-28.2pp | 83.0%-42.1pp |
| Annual return | -1.30% | 130.39%-131.7pp | 78.04%-79.3pp | 41.45%-42.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,182 | $3,475-37.2% | $2,794-21.9% | $5,287-58.7% |
| Admin fee / account holder | $9,232 | $6,571+40.5% | $4,815+91.7% | $10,132-8.9% |