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 | $46,380 | $71,883-35.5% | $86,677-46.5% | $68,494-32.3% |
| Participation rate | 58.1% | 72.2%-14.1pp | 76.6%-18.4pp | 67.9%-9.7pp |
| Annual return | -18.98% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $436 | $2,173-80.0% | $2,836-84.6% | $2,596-83.2% |
| Participant deferral / active EE | $1,894 | $3,779-49.9% | $4,656-59.3% | $4,027-53.0% |
| Admin fee / account holder | $1,302 | $6,112-78.7% | $7,493-82.6% | $5,403-75.9% |