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 | $33,393 | $62,586-46.6% | $76,768-56.5% | $64,186-48.0% |
| Participation rate | 32.4% | 72.8%-40.5pp | 77.0%-44.6pp | 69.6%-37.2pp |
| Annual return | -9.98% | -1.95%-8.0pp | 2.43%-12.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $250 | $1,832-86.4% | $2,485-90.0% | $2,381-89.5% |
| Participant deferral / active EE | $1,572 | $3,145-50.0% | $3,852-59.2% | $3,470-54.7% |
| Admin fee / account holder | $1,061 | $4,667-77.3% | $6,675-84.1% | $4,888-78.3% |