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 | $40,278 | $69,010-41.6% | $159,960-74.8% | $68,494-41.2% |
| Participation rate | 59.5% | 65.4%-5.9pp | 78.0%-18.5pp | 67.9%-8.4pp |
| Annual return | -19.75% | -9.65%-10.1pp | 408.60%-428.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $355 | $2,213-84.0% | $4,226-91.6% | $2,596-86.3% |
| Participant deferral / active EE | $2,444 | $4,212-42.0% | $6,182-60.5% | $4,027-39.3% |
| Admin fee / account holder | $1,323 | $4,798-72.4% | $8,698-84.8% | $5,403-75.5% |