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 | $56,119 | $81,900-31.5% | $119,609-53.1% | $68,494-18.1% |
| Participation rate | 42.3% | 71.9%-29.6pp | 79.3%-37.0pp | 67.9%-25.6pp |
| Annual return | -21.62% | -23.82%+2.2pp | -14.97%-6.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $391 | $2,693-85.5% | $4,232-90.8% | $2,596-84.9% |
| Participant deferral / active EE | $3,576 | $4,148-13.8% | $5,602-36.2% | $4,027-11.2% |
| Admin fee / account holder | $29,744 | $6,582+351.9% | $10,323+188.1% | $5,403+450.5% |