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 | $56,668 | $81,900-30.8% | $119,609-52.6% | $68,494-17.3% |
| Participation rate | 26.9% | 71.9%-45.0pp | 79.3%-52.3pp | 67.9%-41.0pp |
| Annual return | -21.13% | -23.82%+2.7pp | -14.97%-6.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,297 | $4,148-20.5% | $5,602-41.2% | $4,027-18.1% |
| Admin fee / account holder | $776 | $6,582-88.2% | $10,323-92.5% | $5,403-85.6% |