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 | $15,363 | $37,393-58.9% | $77,024-80.1% | $66,914-77.0% |
| Participation rate | 46.1% | 52.9%-6.8pp | 67.9%-21.8pp | 69.8%-23.7pp |
| Annual return | -21.65% | -3.29%-18.4pp | 42.32%-64.0pp | 1.58%-23.2pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,027 | $2,617-60.7% | $4,426-76.8% | $4,237-75.8% |
| Admin fee / account holder | $1,220 | $567+115.2% | $5,425-77.5% | $593+105.6% |