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 | $65,762 | $78,694-16.4% | $67,652-2.8% | $125,391-47.6% |
| Participation rate | 41.7% | 78.8%-37.1pp | 75.7%-34.0pp | 83.2%-41.5pp |
| Annual return | -4.40% | 9.46%-13.9pp | 6625.04%-6629.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $160 | $3,044-94.8% | $2,266-93.0% | $4,866-96.7% |
| Participant deferral / active EE | $1,585 | $4,292-63.1% | $3,560-55.5% | $5,352-70.4% |
| Admin fee / account holder | $1,473 | $7,403-80.1% | $4,821-69.4% | $9,540-84.6% |