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 | $30,559 | $107,015-71.4% | $73,545-58.4% | $147,584-79.3% |
| Participation rate | 46.2% | 66.4%-20.2pp | 54.9%-8.8pp | 82.8%-36.7pp |
| Annual return | -26.31% | 38.25%-64.6pp | -15.16%-11.2pp | 578.55%-604.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,487 | $2,462+163.5% | $1,806+259.2% | $5,439+19.3% |
| Admin fee / account holder | $8,569 | $3,055+180.5% | $2,320+269.4% | $10,885-21.3% |