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 | $26,722 | $72,177-63.0% | $115,037-76.8% | $59,632-55.2% |
| Participation rate | 53.5% | 72.6%-19.0pp | 81.4%-27.8pp | 68.7%-15.2pp |
| Annual return | -3.77% | 12.02%-15.8pp | 26.14%-29.9pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,545 | $4,783-46.8% | $6,026-57.8% | $3,192-20.3% |
| Admin fee / account holder | $397 | $4,927-91.9% | $8,175-95.1% | $4,297-90.8% |