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 | $30,186 | $167,484-82.0% | $151,611-80.1% | $134,475-77.6% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -27.40% | 7.80%-35.2pp | 3.33%-30.7pp | 417.96%-445.4pp |
| Employer contribution / active EE | $892 | $6,829-86.9% | $6,166-85.5% | $4,740-81.2% |
| Participant deferral / active EE | $4,448 | $8,986-50.5% | $8,363-46.8% | $6,400-30.5% |
| Admin fee / account holder | $5,829 | $13,783-57.7% | $11,616-49.8% | $11,426-49.0% |