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 | $48,166 | $73,102-34.1% | $123,544-61.0% | $56,287-14.4% |
| Participation rate | 66.3% | 74.3%-8.0pp | 82.3%-15.9pp | 69.9%-3.5pp |
| Annual return | -8.41% | 3.01%-11.4pp | 119.20%-127.6pp | -9.96%+1.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,886 | $5,423+63.9% | $6,426+38.3% | $3,350+165.3% |
| Admin fee / account holder | $1,978 | $554+257.1% | $9,284-78.7% | $521+279.6% |