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 | $48,551 | $42,383+14.6% | $76,523-36.6% | $64,186-24.4% |
| Participation rate | 23.7% | 58.1%-34.5pp | 68.0%-44.3pp | 69.6%-45.9pp |
| Annual return | -9.36% | -16.54%+7.2pp | -0.27%-9.1pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,999 | $2,566-22.1% | $3,835-47.9% | $3,470-42.4% |
| Admin fee / account holder | $1,239 | $3,198-61.2% | $4,848-74.4% | $4,888-74.6% |