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 | $35,616 | $56,357-36.8% | $104,294-65.9% | $68,494-48.0% |
| Participation rate | 36.4% | 63.3%-26.9pp | 73.3%-36.9pp | 67.9%-31.5pp |
| Annual return | -23.39% | -9.19%-14.2pp | 24.61%-48.0pp | -7.84%-15.5pp |
| Employer contribution / active EE | $318 | $1,960-83.8% | $3,372-90.6% | $2,596-87.7% |
| Participant deferral / active EE | $1,480 | $3,077-51.9% | $4,625-68.0% | $4,027-63.3% |
| Admin fee / account holder | $12,667 | $4,903+158.4% | $7,339+72.6% | $5,403+134.5% |