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 6-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 | $58,040 | $73,004-20.5% | $90,749-36.0% | $68,494-15.3% |
| Participation rate | 46.4% | 70.8%-24.4pp | 75.7%-29.3pp | 67.9%-21.5pp |
| Annual return | -20.60% | -13.81%-6.8pp | -12.16%-8.4pp | -7.84%-12.8pp |
| Employer contribution / active EE | $407 | $2,193-81.4% | $2,921-86.1% | $2,596-84.3% |
| Participant deferral / active EE | $2,037 | $3,627-43.8% | $4,564-55.4% | $4,027-49.4% |
| Admin fee / account holder | $4,013 | $5,896-31.9% | $8,445-52.5% | $5,403-25.7% |