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 | $69,427 | $81,900-15.2% | $119,609-42.0% | $68,494+1.4% |
| Participation rate | 51.3% | 71.9%-20.6pp | 79.3%-28.0pp | 67.9%-16.6pp |
| Annual return | -19.25% | -23.82%+4.6pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $440 | $2,693-83.7% | $4,232-89.6% | $2,596-83.1% |
| Participant deferral / active EE | $3,484 | $4,148-16.0% | $5,602-37.8% | $4,027-13.5% |
| Admin fee / account holder | $1,258 | $6,582-80.9% | $10,323-87.8% | $5,403-76.7% |