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 | $94,889 | $73,004+30.0% | $90,749+4.6% | $68,494+38.5% |
| Participation rate | 42.2% | 70.8%-28.6pp | 75.7%-33.5pp | 67.9%-25.7pp |
| Annual return | -23.53% | -13.81%-9.7pp | -12.16%-11.4pp | -7.84%-15.7pp |
| Employer contribution / active EE | $465 | $2,193-78.8% | $2,921-84.1% | $2,596-82.1% |
| Participant deferral / active EE | $1,865 | $3,627-48.6% | $4,564-59.1% | $4,027-53.7% |
| Admin fee / account holder | $6,779 | $5,896+15.0% | $8,445-19.7% | $5,403+25.5% |