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 | $39,468 | $82,664-52.3% | $125,339-68.5% | $68,494-42.4% |
| Participation rate | 32.0% | 75.0%-43.0pp | 82.4%-50.4pp | 67.9%-35.9pp |
| Annual return | -19.94% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,302 | $6,110-29.6% | $7,446-42.2% | $4,027+6.8% |
| Admin fee / account holder | $5,634 | $6,275-10.2% | $10,010-43.7% | $5,403+4.3% |