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 | $69,675 | $59,805+16.5% | $79,550-12.4% | $68,494+1.7% |
| Participation rate | 20.4% | 61.1%-40.7pp | 69.5%-49.1pp | 67.9%-47.5pp |
| Annual return | -29.16% | -12.30%-16.9pp | 0.16%-29.3pp | -7.84%-21.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,479 | $3,024-51.1% | $3,985-62.9% | $4,027-63.3% |
| Admin fee / account holder | $2,762 | $4,835-42.9% | $6,832-59.6% | $5,403-48.9% |