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 | $50,176 | $50,082+0.2% | $93,406-46.3% | $79,858-37.2% |
| Participation rate | 40.0% | 60.9%-20.9pp | 66.8%-26.8pp | 69.6%-29.6pp |
| Annual return | -3.93% | 24.59%-28.5pp | 78.05%-82.0pp | 31.71%-35.6pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,267 | $2,212-42.8% | $3,126-59.5% | $3,740-66.1% |
| Admin fee / account holder | $2,895 | $3,454-16.2% | $5,230-44.6% | $5,306-45.4% |