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 | $98,051 | $59,805+64.0% | $79,550+23.3% | $68,494+43.2% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -23.76% | -12.30%-11.5pp | 0.16%-23.9pp | -7.84%-15.9pp |
| Employer contribution / active EE | $181 | $1,505-88.0% | $2,413-92.5% | $2,596-93.0% |
| Participant deferral / active EE | $1,938 | $3,024-35.9% | $3,985-51.4% | $4,027-51.9% |
| Admin fee / account holder | $12,186 | $4,835+152.1% | $6,832+78.4% | $5,403+125.6% |