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 | $37,769 | $77,813-51.5% | $123,544-69.4% | $64,186-41.2% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -9.53% | 12.48%-22.0pp | 119.20%-128.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $346 | $3,014-88.5% | $4,628-92.5% | $2,381-85.5% |
| Participant deferral / active EE | $4,860 | $5,240-7.2% | $6,426-24.4% | $3,470+40.1% |
| Admin fee / account holder | $3,028 | $5,519-45.1% | $9,284-67.4% | $4,888-38.1% |