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 | $31,641 | $135,952-76.7% | $123,892-74.5% | $273,961-88.5% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | -8.72% | 56.63%-65.4pp | 47.52%-56.2pp | 41.45%-50.2pp |
| Employer contribution / active EE | $769 | $5,170-85.1% | $4,617-83.3% | $4,869-84.2% |
| Participant deferral / active EE | $2,431 | $6,343-61.7% | $5,984-59.4% | $5,287-54.0% |
| Admin fee / account holder | $2,987 | $9,817-69.6% | $8,357-64.3% | $10,132-70.5% |