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 | $26,536 | $57,354-53.7% | $83,848-68.4% | $64,186-58.7% |
| Participation rate | 52.8% | 68.6%-15.8pp | 76.1%-23.3pp | 69.6%-16.7pp |
| Annual return | -12.31% | 11.38%-23.7pp | 850.88%-863.2pp | 7.63%-19.9pp |
| Employer contribution / active EE | $421 | $2,545-83.4% | $3,631-88.4% | $2,381-82.3% |
| Participant deferral / active EE | $2,163 | $2,993-27.7% | $4,082-47.0% | $3,470-37.7% |
| Admin fee / account holder | $1,211 | $4,046-70.1% | $5,478-77.9% | $4,888-75.2% |