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 9-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 | $49,099 | $62,586-21.5% | $76,768-36.0% | $64,186-23.5% |
| Participation rate | 48.5% | 72.8%-24.3pp | 77.0%-28.5pp | 69.6%-21.1pp |
| Annual return | -7.61% | -1.95%-5.7pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,552 | $3,145-18.8% | $3,852-33.7% | $3,470-26.4% |
| Admin fee / account holder | $1,362 | $4,667-70.8% | $6,675-79.6% | $4,888-72.1% |