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 7-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 | $39,715 | $56,357-29.5% | $104,294-61.9% | $68,494-42.0% |
| Participation rate | 38.2% | 63.3%-25.0pp | 73.3%-35.0pp | 67.9%-29.7pp |
| Annual return | -22.15% | -9.19%-13.0pp | 24.61%-46.8pp | -7.84%-14.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,848 | $3,077-40.0% | $4,625-60.0% | $4,027-54.1% |
| Admin fee / account holder | $391 | $4,903-92.0% | $7,339-94.7% | $5,403-92.8% |