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 | $21,033 | $46,553-54.8% | $64,056-67.2% | $75,163-72.0% |
| Participation rate | 44.8% | 65.9%-21.1pp | 72.3%-27.5pp | 67.2%-22.4pp |
| Annual return | -27.58% | 26.03%-53.6pp | 33.69%-61.3pp | 160.62%-188.2pp |
| Employer contribution / active EE | $154 | $1,974-92.2% | $2,747-94.4% | $2,670-94.2% |
| Participant deferral / active EE | $1,065 | $2,837-62.5% | $3,880-72.6% | $4,125-74.2% |
| Admin fee / account holder | $437 | $2,952-85.2% | $3,068-85.8% | $5,651-92.3% |