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 | $29,756 | $69,010-56.9% | $159,960-81.4% | $68,494-56.6% |
| Participation rate | 38.9% | 65.4%-26.5pp | 78.0%-39.1pp | 67.9%-29.0pp |
| Annual return | -20.30% | -9.65%-10.7pp | 408.60%-428.9pp | -7.84%-12.5pp |
| Employer contribution / active EE | $4 | $2,213-99.8% | $4,226-99.9% | $2,596-99.8% |
| Participant deferral / active EE | $3,676 | $4,212-12.7% | $6,182-40.5% | $4,027-8.7% |
| Admin fee / account holder | $2,850 | $4,798-40.6% | $8,698-67.2% | $5,403-47.2% |