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 | $39,328 | $53,162-26.0% | $91,220-56.9% | $68,494-42.6% |
| Participation rate | 30.6% | 63.2%-32.6pp | 73.2%-42.6pp | 67.9%-37.2pp |
| Annual return | -27.50% | -3.14%-24.4pp | 114.01%-141.5pp | -7.84%-19.7pp |
| Employer contribution / active EE | $143 | $1,709-91.7% | $2,850-95.0% | $2,596-94.5% |
| Participant deferral / active EE | $1,465 | $2,974-50.7% | $4,234-65.4% | $4,027-63.6% |
| Admin fee / account holder | $4,096 | $4,493-8.9% | $5,420-24.4% | $5,403-24.2% |