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 | $56,431 | $49,177+14.8% | $79,464-29.0% | $64,186-12.1% |
| Participation rate | 29.1% | 65.0%-36.0pp | 73.3%-44.3pp | 69.6%-40.5pp |
| Annual return | -8.08% | -1.16%-6.9pp | 718.14%-726.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $116 | $2,076-94.4% | $2,800-95.8% | $2,381-95.1% |
| Participant deferral / active EE | $1,234 | $2,821-56.3% | $3,704-66.7% | $3,470-64.4% |
| Admin fee / account holder | $1,567 | $3,839-59.2% | $5,113-69.3% | $4,888-67.9% |