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 | $67,161 | $65,041+3.3% | $90,951-26.2% | $79,858-15.9% |
| Participation rate | 24.6% | 61.6%-37.0pp | 69.0%-44.4pp | 69.6%-45.0pp |
| Annual return | -36.40% | 30.45%-66.8pp | 134.60%-171.0pp | 31.71%-68.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,527 | $2,512+0.6% | $3,373-25.1% | $3,740-32.4% |
| Admin fee / account holder | $1,422 | $4,536-68.7% | $5,959-76.1% | $5,306-73.2% |