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 7-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 | $26,529 | $52,279-49.3% | $89,391-70.3% | $79,858-66.8% |
| Participation rate | 26.6% | 57.5%-31.0pp | 68.0%-41.4pp | 69.6%-43.1pp |
| Annual return | -1.58% | 22.16%-23.7pp | 245.62%-247.2pp | 31.71%-33.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,986 | $2,740-27.5% | $3,890-48.9% | $3,740-46.9% |
| Admin fee / account holder | $4,317 | $3,356+28.6% | $4,881-11.6% | $5,306-18.7% |