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 | $32,798 | $94,529-65.3% | $140,016-76.6% | $64,186-48.9% |
| Participation rate | 67.1% | 84.1%-16.9pp | 87.5%-20.4pp | 69.6%-2.4pp |
| Annual return | -7.38% | 7.77%-15.2pp | 651.12%-658.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $726 | $3,812-81.0% | $5,606-87.1% | $2,381-69.5% |
| Participant deferral / active EE | $4,207 | $5,250-19.9% | $6,927-39.3% | $3,470+21.3% |
| Admin fee / account holder | $627 | $6,741-90.7% | $10,705-94.1% | $4,888-87.2% |