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 6-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 | $41,193 | $110,094-62.6% | $151,611-72.8% | $68,494-39.9% |
| Participation rate | 65.4% | 84.0%-18.6pp | 87.5%-22.1pp | 67.9%-2.5pp |
| Annual return | -19.23% | -10.12%-9.1pp | 3.33%-22.6pp | -7.84%-11.4pp |
| Employer contribution / active EE | $574 | $4,471-87.2% | $6,166-90.7% | $2,596-77.9% |
| Participant deferral / active EE | $3,989 | $6,527-38.9% | $8,363-52.3% | $4,027-1.0% |
| Admin fee / account holder | $2,033 | $7,719-73.7% | $11,616-82.5% | $5,403-62.4% |