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 | $49,702 | $46,674+6.5% | $117,472-57.7% | $68,494-27.4% |
| Participation rate | 20.9% | 56.8%-35.8pp | 70.6%-49.7pp | 67.9%-47.0pp |
| Annual return | -19.99% | -14.52%-5.5pp | 29.74%-49.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,197 | $2,636-54.6% | $4,070-70.6% | $4,027-70.3% |
| Admin fee / account holder | $2,216 | $4,020-44.9% | $5,645-60.7% | $5,403-59.0% |