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 | $31,506 | $96,557-67.4% | $80,975-61.1% | $273,961-88.5% |
| Participation rate | 10.0% | 79.1%-69.1pp | 75.8%-65.8pp | 83.0%-73.0pp |
| Annual return | -2.70% | 15.14%-17.8pp | 17.10%-19.8pp | 41.45%-44.2pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,235 | $6,598-66.1% | $5,696-60.8% | $5,287-57.7% |
| Admin fee / account holder | $737 | $7,492-90.2% | $5,516-86.6% | $10,132-92.7% |