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 4-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 | $56,787 | $48,265+17.7% | $68,791-17.5% | $68,494-17.1% |
| Participation rate | 59.4% | 60.7%-1.3pp | 69.0%-9.6pp | 67.9%-8.5pp |
| Annual return | -37.23% | -12.71%-24.5pp | -6.38%-30.9pp | -7.84%-29.4pp |
| Employer contribution / active EE | $284 | $1,829-84.5% | $2,655-89.3% | $2,596-89.1% |
| Participant deferral / active EE | $1,606 | $2,867-44.0% | $3,941-59.2% | $4,027-60.1% |
| Admin fee / account holder | $2,795 | $4,355-35.8% | $4,932-43.3% | $5,403-48.3% |