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 | $53,466 | $57,354-6.8% | $83,848-36.2% | $64,186-16.7% |
| Participation rate | 36.2% | 68.6%-32.4pp | 76.1%-39.9pp | 69.6%-33.4pp |
| Annual return | -9.57% | 11.38%-21.0pp | 850.88%-860.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,175 | $2,993-27.3% | $4,082-46.7% | $3,470-37.3% |
| Admin fee / account holder | $1,676 | $4,046-58.6% | $5,478-69.4% | $4,888-65.7% |