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 | $45,327 | $64,707-30.0% | $112,228-59.6% | $68,494-33.8% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -21.39% | -11.40%-10.0pp | 27.45%-48.8pp | -7.84%-13.5pp |
| Employer contribution / active EE | $447 | $2,746-83.7% | $3,635-87.7% | $2,596-82.8% |
| Participant deferral / active EE | $3,084 | $3,565-13.5% | $4,728-34.8% | $4,027-23.4% |
| Admin fee / account holder | $2,613 | $5,232-50.1% | $6,410-59.2% | $5,403-51.6% |