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 | $35,568 | $50,464-29.5% | $75,781-53.1% | $52,331-32.0% |
| Participation rate | 43.1% | 66.8%-23.7pp | 75.8%-32.7pp | 68.1%-25.0pp |
| Annual return | -2.81% | 1.03%-3.8pp | 9.68%-12.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $100 | $1,988-95.0% | $3,323-97.0% | $1,882-94.7% |
| Participant deferral / active EE | $1,552 | $2,570-39.6% | $3,651-57.5% | $3,022-48.6% |
| Admin fee / account holder | $6,598 | $1,103+498.2% | $5,299+24.5% | $592+1015.2% |