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 | $44,945 | $81,900-45.1% | $119,609-62.4% | $68,494-34.4% |
| Participation rate | 34.3% | 71.9%-37.6pp | 79.3%-45.0pp | 67.9%-33.6pp |
| Annual return | -19.42% | -23.82%+4.4pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $552 | $2,693-79.5% | $4,232-87.0% | $2,596-78.7% |
| Participant deferral / active EE | $3,886 | $4,148-6.3% | $5,602-30.6% | $4,027-3.5% |
| Admin fee / account holder | $3,439 | $6,582-47.8% | $10,323-66.7% | $5,403-36.3% |