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 | $30,064 | $42,383-29.1% | $76,523-60.7% | $64,186-53.2% |
| Participation rate | 23.1% | 58.1%-35.1pp | 68.0%-44.9pp | 69.6%-46.5pp |
| Annual return | -9.47% | -16.54%+7.1pp | -0.27%-9.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $188 | $1,563-88.0% | $2,647-92.9% | $2,381-92.1% |
| Participant deferral / active EE | $964 | $2,566-62.4% | $3,835-74.9% | $3,470-72.2% |
| Admin fee / account holder | $1,184 | $3,198-63.0% | $4,848-75.6% | $4,888-75.8% |