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 | $30,510 | $95,193-67.9% | $76,523-60.1% | $135,375-77.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | -11.54% | 4.85%-16.4pp | -0.27%-11.3pp | 519.73%-531.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,040 | $4,639-56.0% | $3,835-46.8% | $5,609-63.6% |
| Admin fee / account holder | $527 | $6,249-91.6% | $4,848-89.1% | $10,827-95.1% |