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 | $32,463 | $61,660-47.4% | $80,019-59.4% | $64,186-49.4% |
| Participation rate | 59.4% | 71.7%-12.3pp | 75.8%-16.4pp | 69.6%-10.1pp |
| Annual return | -7.70% | -0.33%-7.4pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,016 | $2,968-32.1% | $3,686-45.3% | $3,470-41.9% |
| Admin fee / account holder | $2,158 | $5,417-60.2% | $6,521-66.9% | $4,888-55.9% |