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 4-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 | $20,742 | $73,867-71.9% | $143,757-85.6% | $68,494-69.7% |
| Participation rate | 15.6% | 66.7%-51.1pp | 80.3%-64.8pp | 67.9%-52.3pp |
| Annual return | -21.98% | 1.01%-23.0pp | -0.04%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $281 | $3,184-91.2% | $4,951-94.3% | $2,596-89.2% |
| Participant deferral / active EE | $1,053 | $3,384-68.9% | $5,637-81.3% | $4,027-73.8% |
| Admin fee / account holder | $1,420 | $5,755-75.3% | $14,673-90.3% | $5,403-73.7% |