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 6-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 | $30,669 | $64,707-52.6% | $112,228-72.7% | $68,494-55.2% |
| Participation rate | 54.0% | 67.2%-13.2pp | 75.1%-21.1pp | 67.9%-13.9pp |
| Annual return | -27.52% | -11.40%-16.1pp | 27.45%-55.0pp | -7.84%-19.7pp |
| Employer contribution / active EE | $352 | $2,746-87.2% | $3,635-90.3% | $2,596-86.4% |
| Participant deferral / active EE | $1,725 | $3,565-51.6% | $4,728-63.5% | $4,027-57.2% |
| Admin fee / account holder | $1,830 | $5,232-65.0% | $6,410-71.4% | $5,403-66.1% |