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 | $48,715 | $46,553+4.6% | $64,056-23.9% | $75,163-35.2% |
| Participation rate | 58.0% | 65.9%-7.9pp | 72.3%-14.3pp | 67.2%-9.2pp |
| Annual return | -23.55% | 26.03%-49.6pp | 33.69%-57.2pp | 160.62%-184.2pp |
| Employer contribution / active EE | $292 | $1,974-85.2% | $2,747-89.4% | $2,670-89.0% |
| Participant deferral / active EE | $2,209 | $2,837-22.1% | $3,880-43.1% | $4,125-46.4% |
| Admin fee / account holder | $5,289 | $2,952+79.2% | $3,068+72.4% | $5,651-6.4% |