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 | $16,360 | $77,634-78.9% | $156,549-89.5% | $62,891-74.0% |
| Participation rate | 18.2% | 71.2%-53.0pp | 84.0%-65.8pp | 69.3%-51.1pp |
| Annual return | -15.17% | 50.32%-65.5pp | 32.23%-47.4pp | 20.14%-35.3pp |
| Employer contribution / active EE | $225 | $3,444-93.5% | $5,501-95.9% | $2,281-90.2% |
| Participant deferral / active EE | $1,310 | $3,045-57.0% | $4,871-73.1% | $3,203-59.1% |
| Admin fee / account holder | $2,265 | $5,561-59.3% | $13,027-82.6% | $4,296-47.3% |