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 | $24,367 | $56,357-56.8% | $104,294-76.6% | $68,494-64.4% |
| Participation rate | 42.9% | 63.3%-20.4pp | 73.3%-30.4pp | 67.9%-25.0pp |
| Annual return | -20.81% | -9.19%-11.6pp | 24.61%-45.4pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,472 | $3,077-19.7% | $4,625-46.5% | $4,027-38.6% |
| Admin fee / account holder | $5,078 | $4,903+3.6% | $7,339-30.8% | $5,403-6.0% |