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 | $22,217 | $73,867-69.9% | $143,757-84.5% | $68,494-67.6% |
| Participation rate | 38.6% | 66.7%-28.1pp | 80.3%-41.7pp | 67.9%-29.3pp |
| Annual return | -39.64% | 1.01%-40.7pp | -0.04%-39.6pp | -7.84%-31.8pp |
| Employer contribution / active EE | $256 | $3,184-92.0% | $4,951-94.8% | $2,596-90.1% |
| Participant deferral / active EE | $1,666 | $3,384-50.8% | $5,637-70.4% | $4,027-58.6% |
| Admin fee / account holder | $1,253 | $5,755-78.2% | $14,673-91.5% | $5,403-76.8% |