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 | $93,682 | $81,900+14.4% | $119,609-21.7% | $68,494+36.8% |
| Participation rate | 39.6% | 71.9%-32.3pp | 79.3%-39.7pp | 67.9%-28.3pp |
| Annual return | -19.02% | -23.82%+4.8pp | -14.97%-4.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,939 | $4,148-53.2% | $5,602-65.4% | $4,027-51.8% |
| Admin fee / account holder | $1,341 | $6,582-79.6% | $10,323-87.0% | $5,403-75.2% |