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 | $26,036 | $82,664-68.5% | $125,339-79.2% | $68,494-62.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -19.61% | -5.97%-13.6pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,696 | $6,110-6.8% | $7,446-23.5% | $4,027+41.4% |
| Admin fee / account holder | $3,040 | $6,275-51.6% | $10,010-69.6% | $5,403-43.7% |