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 | $42,782 | $59,805-28.5% | $79,550-46.2% | $68,494-37.5% |
| Participation rate | 46.9% | 61.1%-14.2pp | 69.5%-22.6pp | 67.9%-21.0pp |
| Annual return | -24.59% | -12.30%-12.3pp | 0.16%-24.8pp | -7.84%-16.7pp |
| Employer contribution / active EE | $131 | $1,505-91.3% | $2,413-94.6% | $2,596-94.9% |
| Participant deferral / active EE | $1,313 | $3,024-56.6% | $3,985-67.1% | $4,027-67.4% |
| Admin fee / account holder | $3,551 | $4,835-26.5% | $6,832-48.0% | $5,403-34.3% |