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 | $65,248 | $73,004-10.6% | $90,749-28.1% | $68,494-4.7% |
| Participation rate | 62.3% | 70.8%-8.5pp | 75.7%-13.4pp | 67.9%-5.6pp |
| Annual return | -19.26% | -13.81%-5.4pp | -12.16%-7.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $399 | $2,193-81.8% | $2,921-86.3% | $2,596-84.6% |
| Participant deferral / active EE | $3,032 | $3,627-16.4% | $4,564-33.6% | $4,027-24.7% |
| Admin fee / account holder | $13,312 | $5,896+125.8% | $8,445+57.6% | $5,403+146.4% |