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 | $27,581 | $42,894-35.7% | $60,874-54.7% | $68,494-59.7% |
| Participation rate | 57.5% | 66.8%-9.3pp | 73.1%-15.6pp | 67.9%-10.4pp |
| Annual return | -19.90% | -13.98%-5.9pp | 16.90%-36.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $376 | $1,978-81.0% | $2,701-86.1% | $2,596-85.5% |
| Participant deferral / active EE | $2,482 | $2,867-13.4% | $3,817-35.0% | $4,027-38.4% |
| Admin fee / account holder | $985 | $3,101-68.2% | $3,224-69.4% | $5,403-81.8% |