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 | $41,296 | $65,365-36.8% | $92,893-55.5% | $72,985-43.4% |
| Participation rate | 53.3% | 68.3%-15.0pp | 76.0%-22.7pp | 69.5%-16.2pp |
| Annual return | -0.59% | 42.10%-42.7pp | 109.41%-110.0pp | 81.00%-81.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,579 | $3,128+14.4% | $4,236-15.5% | $3,607-0.8% |
| Admin fee / account holder | $32,435 | $4,251+662.9% | $5,794+459.8% | $5,124+533.0% |