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 | $34,514 | $73,004-52.7% | $90,749-62.0% | $68,494-49.6% |
| Participation rate | 63.2% | 70.8%-7.6pp | 75.7%-12.5pp | 67.9%-4.7pp |
| Annual return | -22.06% | -13.81%-8.2pp | -12.16%-9.9pp | -7.84%-14.2pp |
| Employer contribution / active EE | $190 | $2,193-91.4% | $2,921-93.5% | $2,596-92.7% |
| Participant deferral / active EE | $2,006 | $3,627-44.7% | $4,564-56.1% | $4,027-50.2% |
| Admin fee / account holder | $12,825 | $5,896+117.5% | $8,445+51.9% | $5,403+137.4% |