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 | $14,394 | $45,863-68.6% | $77,024-81.3% | $68,494-79.0% |
| Participation rate | 22.7% | 55.9%-33.2pp | 67.9%-45.2pp | 67.9%-45.2pp |
| Annual return | -24.52% | 1.72%-26.2pp | 42.32%-66.8pp | -7.84%-16.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,335 | $2,962+46.3% | $4,426-2.1% | $4,027+7.6% |
| Admin fee / account holder | $5,115 | $3,041+68.2% | $5,425-5.7% | $5,403-5.3% |