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 | $44,808 | $43,327+3.4% | $59,878-25.2% | $64,186-30.2% |
| Participation rate | 26.2% | 69.2%-43.0pp | 74.7%-48.5pp | 69.6%-43.4pp |
| Annual return | -9.36% | -1.55%-7.8pp | 3.46%-12.8pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,881 | $2,546-26.1% | $3,402-44.7% | $3,470-45.8% |
| Admin fee / account holder | $2,975 | $3,005-1.0% | $3,590-17.1% | $4,888-39.1% |