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 | $28,071 | $77,813-63.9% | $123,544-77.3% | $64,186-56.3% |
| Participation rate | 35.5% | 74.7%-39.2pp | 82.3%-46.8pp | 69.6%-34.1pp |
| Annual return | -9.85% | 12.48%-22.3pp | 119.20%-129.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,474 | $5,240+4.5% | $6,426-14.8% | $3,470+57.8% |
| Admin fee / account holder | $2,715 | $5,519-50.8% | $9,284-70.8% | $4,888-44.4% |