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 | $51,832 | $66,302-21.8% | $110,238-53.0% | $56,287-7.9% |
| Participation rate | 33.0% | 74.9%-41.9pp | 79.8%-46.8pp | 69.9%-36.8pp |
| Annual return | -6.95% | -1.18%-5.8pp | 314.74%-321.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,245 | $3,381-33.6% | $4,672-52.0% | $3,350-33.0% |
| Admin fee / account holder | $4,012 | $698+474.4% | $8,547-53.1% | $521+670.2% |