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 | $23,657 | $73,004-67.6% | $90,749-73.9% | $68,494-65.5% |
| Participation rate | 65.3% | 70.8%-5.5pp | 75.7%-10.4pp | 67.9%-2.6pp |
| Annual return | -20.90% | -13.81%-7.1pp | -12.16%-8.7pp | -7.84%-13.1pp |
| Employer contribution / active EE | $339 | $2,193-84.5% | $2,921-88.4% | $2,596-86.9% |
| Participant deferral / active EE | $2,259 | $3,627-37.7% | $4,564-50.5% | $4,027-43.9% |
| Admin fee / account holder | $3,123 | $5,896-47.0% | $8,445-63.0% | $5,403-42.2% |