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 | $29,343 | $75,828-61.3% | $147,614-80.1% | $59,632-50.8% |
| Participation rate | 20.5% | 71.6%-51.1pp | 84.6%-64.1pp | 68.7%-48.2pp |
| Annual return | -9.90% | 0.37%-10.3pp | 61.98%-71.9pp | 2041.28%-2051.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,376 | $3,130-56.0% | $4,895-71.9% | $3,192-56.9% |
| Admin fee / account holder | $10,891 | $5,985+82.0% | $11,611-6.2% | $4,297+153.4% |