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 | $14,677 | $93,071-84.2% | $74,583-80.3% | $273,961-94.6% |
| Participation rate | 21.7% | 74.9%-53.2pp | 68.1%-46.4pp | 83.0%-61.3pp |
| Annual return | -35.43% | 26.18%-61.6pp | 20.47%-55.9pp | 41.45%-76.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,488 | $4,160-16.1% | $3,458+0.9% | $5,287-34.0% |
| Admin fee / account holder | $4,745 | $5,272-10.0% | $4,138+14.7% | $10,132-53.2% |