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 | $17,187 | $53,596-67.9% | $90,645-81.0% | $64,186-73.2% |
| Participation rate | 41.7% | 64.5%-22.8pp | 74.0%-32.4pp | 69.6%-27.9pp |
| Annual return | -8.66% | 4.41%-13.1pp | 1.88%-10.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,288 | $2,459-47.6% | $3,425-62.4% | $3,470-62.9% |
| Admin fee / account holder | $1,008 | $3,868-74.0% | $4,994-79.8% | $4,888-79.4% |