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 | $36,997 | $86,699-57.3% | $73,307-49.5% | $125,391-70.5% |
| Participation rate | 14.3% | 78.6%-64.3pp | 74.9%-60.6pp | 83.2%-68.9pp |
| Annual return | -17.09% | 2.78%-19.9pp | 5.67%-22.8pp | 282.22%-299.3pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,060 | $5,550-62.9% | $4,991-58.7% | $5,352-61.5% |
| Admin fee / account holder | $5,053 | $7,771-35.0% | $5,637-10.4% | $9,540-47.0% |