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 4-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 | $30,710 | $59,805-48.6% | $79,550-61.4% | $68,494-55.2% |
| Participation rate | 22.6% | 61.1%-38.4pp | 69.5%-46.8pp | 67.9%-45.2pp |
| Annual return | -30.25% | -12.30%-17.9pp | 0.16%-30.4pp | -7.84%-22.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,491 | $3,024-50.7% | $3,985-62.6% | $4,027-63.0% |
| Admin fee / account holder | $2,872 | $4,835-40.6% | $6,832-58.0% | $5,403-46.8% |