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 | $23,134 | $135,952-83.0% | $123,892-81.3% | $273,961-91.6% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | -20.45% | 56.63%-77.1pp | 47.52%-68.0pp | 41.45%-61.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,979 | $6,343-37.3% | $5,984-33.5% | $5,287-24.7% |
| Admin fee / account holder | $6,029 | $9,817-38.6% | $8,357-27.9% | $10,132-40.5% |