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 | $90,409 | $59,805+51.2% | $79,550+13.7% | $68,494+32.0% |
| Participation rate | 47.1% | 61.1%-13.9pp | 69.5%-22.4pp | 67.9%-20.8pp |
| Annual return | -21.70% | -12.30%-9.4pp | 0.16%-21.9pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,689 | $3,024-11.1% | $3,985-32.5% | $4,027-33.2% |
| Admin fee / account holder | $13,187 | $4,835+172.8% | $6,832+93.0% | $5,403+144.1% |