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 8-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 | $34,330 | $76,912-55.4% | $129,110-73.4% | $68,494-49.9% |
| Participation rate | 55.6% | 69.1%-13.6pp | 77.3%-21.7pp | 67.9%-12.3pp |
| Annual return | -22.02% | -9.78%-12.2pp | -10.94%-11.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $802 | $3,243-75.3% | $5,052-84.1% | $2,596-69.1% |
| Participant deferral / active EE | $2,020 | $4,732-57.3% | $6,542-69.1% | $4,027-49.8% |
| Admin fee / account holder | $2,786 | $6,638-58.0% | $14,302-80.5% | $5,403-48.4% |