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 7-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 | $53,229 | $42,894+24.1% | $60,874-12.6% | $68,494-22.3% |
| Participation rate | 41.9% | 66.8%-24.9pp | 73.1%-31.2pp | 67.9%-26.0pp |
| Annual return | -20.37% | -13.98%-6.4pp | 16.90%-37.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,979 | $2,867+38.8% | $3,817+4.3% | $4,027-1.2% |
| Admin fee / account holder | $614 | $3,101-80.2% | $3,224-81.0% | $5,403-88.6% |