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 9-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 | $96,529 | $73,004+32.2% | $90,749+6.4% | $68,494+40.9% |
| Participation rate | 51.9% | 70.8%-19.0pp | 75.7%-23.8pp | 67.9%-16.0pp |
| Annual return | -21.83% | -13.81%-8.0pp | -12.16%-9.7pp | -7.84%-14.0pp |
| Employer contribution / active EE | $509 | $2,193-76.8% | $2,921-82.6% | $2,596-80.4% |
| Participant deferral / active EE | $3,158 | $3,627-12.9% | $4,564-30.8% | $4,027-21.6% |
| Admin fee / account holder | $25,369 | $5,896+330.3% | $8,445+200.4% | $5,403+369.6% |