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 | $40,506 | $99,341-59.2% | $84,750-52.2% | $273,961-85.2% |
| Participation rate | 64.3% | 80.7%-16.4pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | -22.97% | 22.93%-45.9pp | 22.78%-45.8pp | 41.45%-64.4pp |
| Employer contribution / active EE | $210 | $4,214-95.0% | $3,574-94.1% | $4,869-95.7% |
| Participant deferral / active EE | $1,479 | $4,269-65.4% | $3,712-60.2% | $5,287-72.0% |
| Admin fee / account holder | $10,243 | $6,644+54.2% | $5,332+92.1% | $10,132+1.1% |