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 | $80,567 | $59,805+34.7% | $79,550+1.3% | $68,494+17.6% |
| Participation rate | 20.9% | 61.1%-40.1pp | 69.5%-48.6pp | 67.9%-47.0pp |
| Annual return | -20.36% | -12.30%-8.1pp | 0.16%-20.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $116 | $1,505-92.3% | $2,413-95.2% | $2,596-95.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,213 | $4,835-74.9% | $6,832-82.3% | $5,403-77.6% |