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 | $33,372 | $48,076-30.6% | $78,689-57.6% | $62,891-46.9% |
| Participation rate | 9.4% | 65.2%-55.8pp | 73.6%-64.1pp | 69.3%-59.9pp |
| Annual return | -3.17% | 31.35%-34.5pp | 62.18%-65.3pp | 20.14%-23.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $755 | $2,588-70.8% | $3,517-78.5% | $3,203-76.4% |
| Admin fee / account holder | $2,425 | $3,207-24.4% | $4,510-46.2% | $4,296-43.5% |