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 | $45,976 | $62,586-26.5% | $76,768-40.1% | $64,186-28.4% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -10.07% | -1.95%-8.1pp | 2.43%-12.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $377 | $1,832-79.4% | $2,485-84.8% | $2,381-84.2% |
| Participant deferral / active EE | $2,874 | $3,145-8.6% | $3,852-25.4% | $3,470-17.2% |
| Admin fee / account holder | $746 | $4,667-84.0% | $6,675-88.8% | $4,888-84.7% |