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 | $33,406 | $86,699-61.5% | $73,307-54.4% | $125,391-73.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 74.9%-34.9pp | 83.2%-43.2pp |
| Annual return | -18.94% | 2.78%-21.7pp | 5.67%-24.6pp | 282.22%-301.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,346 | $5,550-39.7% | $4,991-33.0% | $5,352-37.5% |
| Admin fee / account holder | $17,232 | $7,771+121.7% | $5,637+205.7% | $9,540+80.6% |