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 | $57,765 | $81,208-28.9% | $98,907-41.6% | $79,858-27.7% |
| Participation rate | 68.8% | 72.5%-3.8pp | 76.0%-7.3pp | 69.6%-0.9pp |
| Annual return | -8.97% | 60.99%-70.0pp | 196.43%-205.4pp | 31.71%-40.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,548 | $3,265-22.0% | $4,244-40.0% | $3,740-31.9% |
| Admin fee / account holder | $1,381 | $6,013-77.0% | $6,642-79.2% | $5,306-74.0% |