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 | $34,929 | $80,968-56.9% | $96,544-63.8% | $75,163-53.5% |
| Participation rate | 65.8% | 71.8%-5.9pp | 76.0%-10.1pp | 67.2%-1.4pp |
| Annual return | -6.76% | 27.06%-33.8pp | 25.84%-32.6pp | 160.62%-167.4pp |
| Employer contribution / active EE | $372 | $2,282-83.7% | $2,965-87.5% | $2,670-86.1% |
| Participant deferral / active EE | $1,968 | $3,928-49.9% | $4,851-59.4% | $4,125-52.3% |
| Admin fee / account holder | $1,556 | $6,724-76.9% | $8,252-81.1% | $5,651-72.5% |