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 | $45,701 | $73,102-37.5% | $123,544-63.0% | $56,287-18.8% |
| Participation rate | 15.6% | 74.3%-58.7pp | 82.3%-66.7pp | 69.9%-54.3pp |
| Annual return | -8.40% | 3.01%-11.4pp | 119.20%-127.6pp | -9.96%+1.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,484 | $5,423-54.2% | $6,426-61.3% | $3,350-25.8% |
| Admin fee / account holder | $1,774 | $554+220.3% | $9,284-80.9% | $521+240.5% |