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 | $33,519 | $43,327-22.6% | $59,878-44.0% | $64,186-47.8% |
| Participation rate | 47.4% | 69.2%-21.8pp | 74.7%-27.3pp | 69.6%-22.2pp |
| Annual return | -11.75% | -1.55%-10.2pp | 3.46%-15.2pp | 7.63%-19.4pp |
| Employer contribution / active EE | $306 | $2,028-84.9% | $2,722-88.7% | $2,381-87.1% |
| Participant deferral / active EE | $2,510 | $2,546-1.4% | $3,402-26.2% | $3,470-27.7% |
| Admin fee / account holder | $3,573 | $3,005+18.9% | $3,590-0.5% | $4,888-26.9% |