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 | $54,224 | $48,265+12.3% | $68,791-21.2% | $68,494-20.8% |
| Participation rate | 66.7% | 60.7%+6.0pp | 69.0%-2.4pp | 67.9%-1.2pp |
| Annual return | -19.88% | -12.71%-7.2pp | -6.38%-13.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,575 | $2,867+24.7% | $3,941-9.3% | $4,027-11.2% |
| Admin fee / account holder | $3,268 | $4,355-25.0% | $4,932-33.7% | $5,403-39.5% |