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 | $62,249 | $82,664-24.7% | $125,339-50.3% | $68,494-9.1% |
| Participation rate | 35.5% | 75.0%-39.6pp | 82.4%-46.9pp | 67.9%-32.4pp |
| Annual return | -30.18% | -5.97%-24.2pp | 572.05%-602.2pp | -7.84%-22.3pp |
| Employer contribution / active EE | $693 | $3,381-79.5% | $4,814-85.6% | $2,596-73.3% |
| Participant deferral / active EE | $2,893 | $6,110-52.7% | $7,446-61.2% | $4,027-28.2% |
| Admin fee / account holder | $328 | $6,275-94.8% | $10,010-96.7% | $5,403-93.9% |