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 | $19,968 | $58,577-65.9% | $83,333-76.0% | $64,186-68.9% |
| Participation rate | 33.3% | 72.0%-38.7pp | 77.8%-44.4pp | 69.6%-36.2pp |
| Annual return | -9.76% | 9.65%-19.4pp | 10.63%-20.4pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,961 | $4,654-14.9% | $5,565-28.8% | $3,470+14.2% |
| Admin fee / account holder | $471 | $9,275-94.9% | $7,510-93.7% | $4,888-90.4% |