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 | $66,114 | $86,655-23.7% | $119,609-44.7% | $66,914-1.2% |
| Participation rate | 65.4% | 75.6%-10.2pp | 79.3%-13.9pp | 69.8%-4.4pp |
| Annual return | -18.82% | -8.00%-10.8pp | -14.97%-3.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $536 | $2,536-78.9% | $4,232-87.3% | $2,544-78.9% |
| Participant deferral / active EE | $2,728 | $4,358-37.4% | $5,602-51.3% | $4,237-35.6% |
| Admin fee / account holder | $1,382 | $755+83.1% | $10,323-86.6% | $593+132.9% |