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 | $42,725 | $42,894-0.4% | $60,874-29.8% | $68,494-37.6% |
| Participation rate | 31.0% | 66.8%-35.8pp | 73.1%-42.1pp | 67.9%-36.9pp |
| Annual return | -19.84% | -13.98%-5.9pp | 16.90%-36.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $193 | $1,978-90.2% | $2,701-92.8% | $2,596-92.5% |
| Participant deferral / active EE | $1,563 | $2,867-45.5% | $3,817-59.1% | $4,027-61.2% |
| Admin fee / account holder | $466 | $3,101-85.0% | $3,224-85.6% | $5,403-91.4% |