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 | $97,019 | $86,699+11.9% | $73,307+32.3% | $125,391-22.6% |
| Participation rate | 33.3% | 78.6%-45.3pp | 74.9%-41.6pp | 83.2%-49.9pp |
| Annual return | -13.04% | 2.78%-15.8pp | 5.67%-18.7pp | 282.22%-295.3pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,983 | $5,550+25.8% | $4,991+39.9% | $5,352+30.5% |
| Admin fee / account holder | $10,761 | $7,771+38.5% | $5,637+90.9% | $9,540+12.8% |