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 | $35,715 | $45,035-20.7% | $62,995-43.3% | $70,131-49.1% |
| Participation rate | 63.2% | 69.5%-6.4pp | 74.8%-11.6pp | 69.5%-6.4pp |
| Annual return | -14.74% | 18.76%-33.5pp | 87.57%-102.3pp | 73.14%-87.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,869 | $2,465+16.4% | $3,329-13.8% | $3,332-13.9% |
| Admin fee / account holder | $1,692 | $2,834-40.3% | $3,600-53.0% | $4,645-63.6% |