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 | $20,769 | $76,000-72.7% | $154,107-86.5% | $64,186-67.6% |
| Participation rate | 59.4% | 70.4%-11.0pp | 83.0%-23.6pp | 69.6%-10.1pp |
| Annual return | -12.38% | 30.32%-42.7pp | 735.12%-747.5pp | 7.63%-20.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,986 | $3,175+120.0% | $5,081+37.5% | $3,470+101.4% |
| Admin fee / account holder | $4,580 | $5,596-18.2% | $13,411-65.9% | $4,888-6.3% |