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 | $32,751 | $48,795-32.9% | $65,493-50.0% | $84,808-61.4% |
| Participation rate | 2.9% | 67.0%-64.1pp | 73.1%-70.2pp | 68.3%-65.5pp |
| Annual return | -20.32% | 20.20%-40.5pp | 982.45%-1002.8pp | 40.90%-61.2pp |
| Employer contribution / active EE | $195 | $1,930-89.9% | $2,574-92.4% | $2,631-92.6% |
| Participant deferral / active EE | $1,029 | $2,928-64.9% | $3,961-74.0% | $4,212-75.6% |
| Admin fee / account holder | $6,727 | $3,877+73.5% | $5,028+33.8% | $7,344-8.4% |