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 | $20,498 | $77,813-73.7% | $123,544-83.4% | $64,186-68.1% |
| Participation rate | 34.4% | 74.7%-40.3pp | 82.3%-47.9pp | 69.6%-35.1pp |
| Annual return | -8.46% | 12.48%-20.9pp | 119.20%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,501 | $5,240-52.3% | $6,426-61.1% | $3,470-27.9% |
| Admin fee / account holder | $4,059 | $5,519-26.4% | $9,284-56.3% | $4,888-17.0% |