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 | $86,119 | $197,591-56.4% | $177,821-51.6% | $158,922-45.8% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.7%-62.7pp | 82.0%-57.0pp |
| Annual return | -0.44% | 58.76%-59.2pp | 48.32%-48.8pp | 302.83%-303.3pp |
| Employer contribution / active EE | $29 | $6,697-99.6% | $5,918-99.5% | $4,761-99.4% |
| Participant deferral / active EE | $7,063 | $8,405-16.0% | $7,714-8.4% | $5,982+18.1% |
| Admin fee / account holder | $320 | $15,399-97.9% | $12,427-97.4% | $11,246-97.2% |