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 | $78,836 | $48,576+62.3% | $169,463-53.5% | $56,287+40.1% |
| Participation rate | 34.3% | 65.8%-31.5pp | 77.8%-43.5pp | 69.9%-35.6pp |
| Annual return | -7.96% | -2.51%-5.4pp | 1.83%-9.8pp | -9.96%+2.0pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,708 | $3,275-47.8% | $5,277-67.6% | $3,350-49.0% |
| Admin fee / account holder | $2,584 | $435+494.0% | $9,109-71.6% | $521+396.1% |