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 7-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 | $28,211 | $65,435-56.9% | $86,677-67.5% | $66,914-57.8% |
| Participation rate | 30.7% | 75.5%-44.8pp | 76.6%-45.9pp | 69.8%-39.1pp |
| Annual return | -20.02% | -10.89%-9.1pp | 35.91%-55.9pp | 1.58%-21.6pp |
| Employer contribution / active EE | $625 | $2,153-71.0% | $2,836-78.0% | $2,544-75.4% |
| Participant deferral / active EE | $2,414 | $4,100-41.1% | $4,656-48.1% | $4,237-43.0% |
| Admin fee / account holder | $1,882 | $642+193.3% | $7,493-74.9% | $593+217.2% |