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 | $16,650 | $101,069-83.5% | $81,478-79.6% | $147,584-88.7% |
| Participation rate | 29.4% | 74.5%-45.0pp | 68.0%-38.5pp | 82.8%-53.4pp |
| Annual return | -4.99% | 32.40%-37.4pp | 38.78%-43.8pp | 578.55%-583.5pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,978 | $4,242+17.4% | $3,537+40.7% | $5,439-8.5% |
| Admin fee / account holder | $2,287 | $5,812-60.7% | $4,561-49.9% | $10,885-79.0% |