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 | $25,211 | $73,867-65.9% | $143,757-82.5% | $68,494-63.2% |
| Participation rate | 33.7% | 66.7%-32.9pp | 80.3%-46.6pp | 67.9%-34.2pp |
| Annual return | -22.76% | 1.01%-23.8pp | -0.04%-22.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $234 | $3,184-92.7% | $4,951-95.3% | $2,596-91.0% |
| Participant deferral / active EE | $1,934 | $3,384-42.9% | $5,637-65.7% | $4,027-52.0% |
| Admin fee / account holder | $1,041 | $5,755-81.9% | $14,673-92.9% | $5,403-80.7% |