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 | $35,508 | $80,968-56.1% | $96,544-63.2% | $75,163-52.8% |
| Participation rate | 58.9% | 71.8%-12.8pp | 76.0%-17.0pp | 67.2%-8.2pp |
| Annual return | -5.49% | 27.06%-32.6pp | 25.84%-31.3pp | 160.62%-166.1pp |
| Employer contribution / active EE | $343 | $2,282-85.0% | $2,965-88.4% | $2,670-87.1% |
| Participant deferral / active EE | $1,797 | $3,928-54.2% | $4,851-62.9% | $4,125-56.4% |
| Admin fee / account holder | $9,059 | $6,724+34.7% | $8,252+9.8% | $5,651+60.3% |