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 | $105,065 | $81,900+28.3% | $119,609-12.2% | $68,494+53.4% |
| Participation rate | 56.9% | 71.9%-15.0pp | 79.3%-22.3pp | 67.9%-11.0pp |
| Annual return | -23.63% | -23.82%+0.2pp | -14.97%-8.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,904 | $4,148-30.0% | $5,602-48.2% | $4,027-27.9% |
| Admin fee / account holder | $975 | $6,582-85.2% | $10,323-90.6% | $5,403-82.0% |