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 | $40,138 | $63,764-37.1% | $81,930-51.0% | $79,858-49.7% |
| Participation rate | 23.7% | 67.5%-43.8pp | 72.0%-48.3pp | 69.6%-45.9pp |
| Annual return | -1.81% | 22.66%-24.5pp | 29.49%-31.3pp | 31.71%-33.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,571 | $2,780-43.5% | $7,107-77.9% | $3,740-58.0% |
| Admin fee / account holder | $35,036 | $4,426+691.5% | $5,158+579.3% | $5,306+560.3% |