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 | $45,698 | $73,867-38.1% | $143,757-68.2% | $68,494-33.3% |
| Participation rate | 43.5% | 66.7%-23.2pp | 80.3%-36.8pp | 67.9%-24.4pp |
| Annual return | -19.60% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $331 | $3,184-89.6% | $4,951-93.3% | $2,596-87.3% |
| Participant deferral / active EE | $1,501 | $3,384-55.6% | $5,637-73.4% | $4,027-62.7% |
| Admin fee / account holder | $1,681 | $5,755-70.8% | $14,673-88.5% | $5,403-68.9% |