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 | $71,377 | $57,354+24.5% | $83,848-14.9% | $64,186+11.2% |
| Participation rate | 47.1% | 68.6%-21.5pp | 76.1%-29.1pp | 69.6%-22.5pp |
| Annual return | -9.53% | 11.38%-20.9pp | 850.88%-860.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,343 | $2,993-55.1% | $4,082-67.1% | $3,470-61.3% |
| Admin fee / account holder | $494 | $4,046-87.8% | $5,478-91.0% | $4,888-89.9% |