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 | $21,095 | $49,177-57.1% | $79,464-73.5% | $64,186-67.1% |
| Participation rate | 24.1% | 65.0%-41.0pp | 73.3%-49.3pp | 69.6%-45.5pp |
| Annual return | -8.61% | -1.16%-7.5pp | 718.14%-726.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,554 | $2,821-9.5% | $3,704-31.1% | $3,470-26.4% |
| Admin fee / account holder | $4,596 | $3,839+19.7% | $5,113-10.1% | $4,888-6.0% |