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 5-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 | $12,114 | $73,867-83.6% | $143,757-91.6% | $68,494-82.3% |
| Participation rate | 13.1% | 66.7%-53.6pp | 80.3%-67.2pp | 67.9%-54.8pp |
| Annual return | -20.87% | 1.01%-21.9pp | -0.04%-20.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $316 | $3,184-90.1% | $4,951-93.6% | $2,596-87.8% |
| Participant deferral / active EE | $959 | $3,384-71.7% | $5,637-83.0% | $4,027-76.2% |
| Admin fee / account holder | $5,498 | $5,755-4.5% | $14,673-62.5% | $5,403+1.8% |