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 | $32,476 | $57,354-43.4% | $83,848-61.3% | $64,186-49.4% |
| Participation rate | 51.2% | 68.6%-17.4pp | 76.1%-24.9pp | 69.6%-18.3pp |
| Annual return | -11.47% | 11.38%-22.9pp | 850.88%-862.4pp | 7.63%-19.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,463 | $2,993+15.7% | $4,082-15.2% | $3,470-0.2% |
| Admin fee / account holder | $2,492 | $4,046-38.4% | $5,478-54.5% | $4,888-49.0% |