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 | $75,822 | $25,979+191.9% | $71,735+5.7% | $68,494+10.7% |
| Participation rate | 28.6% | 54.5%-25.9pp | 62.3%-33.7pp | 67.9%-39.3pp |
| Annual return | -26.63% | -15.10%-11.5pp | 9.14%-35.8pp | -7.84%-18.8pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $578 | $1,522-62.0% | $2,658-78.3% | $4,027-85.7% |
| Admin fee / account holder | $1,641 | $2,022-18.8% | $3,974-58.7% | $5,403-69.6% |