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 | $38,744 | $50,958-24.0% | $74,550-48.0% | $64,186-39.6% |
| Participation rate | 56.6% | 61.1%-4.5pp | 69.1%-12.5pp | 69.6%-13.0pp |
| Annual return | -9.17% | -1.86%-7.3pp | 32.53%-41.7pp | 7.63%-16.8pp |
| Employer contribution / active EE | $149 | $1,115-86.7% | $1,961-92.4% | $2,381-93.7% |
| Participant deferral / active EE | $1,227 | $2,301-46.7% | $3,108-60.5% | $3,470-64.6% |
| Admin fee / account holder | $314 | $4,223-92.6% | $5,060-93.8% | $4,888-93.6% |