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 | $37,816 | $59,805-36.8% | $79,550-52.5% | $68,494-44.8% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.5%-30.2pp | 67.9%-28.6pp |
| Annual return | -24.44% | -12.30%-12.1pp | 0.16%-24.6pp | -7.84%-16.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,239 | $3,024-26.0% | $3,985-43.8% | $4,027-44.4% |
| Admin fee / account holder | $3,425 | $4,835-29.1% | $6,832-49.9% | $5,403-36.6% |