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 | $31,059 | $56,484-45.0% | $169,463-81.7% | $64,186-51.6% |
| Participation rate | 50.0% | 64.5%-14.5pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -9.06% | -1.55%-7.5pp | 1.83%-10.9pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,865 | $3,448-45.9% | $5,277-64.7% | $3,470-46.3% |
| Admin fee / account holder | $4,857 | $4,174+16.4% | $9,109-46.7% | $4,888-0.6% |