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 | $40,875 | $77,813-47.5% | $123,544-66.9% | $64,186-36.3% |
| Participation rate | 69.0% | 74.7%-5.7pp | 82.3%-13.3pp | 69.6%-0.6pp |
| Annual return | -8.28% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $504 | $3,014-83.3% | $4,628-89.1% | $2,381-78.8% |
| Participant deferral / active EE | $2,518 | $5,240-51.9% | $6,426-60.8% | $3,470-27.4% |
| Admin fee / account holder | $344 | $5,519-93.8% | $9,284-96.3% | $4,888-93.0% |