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 | $37,154 | $167,307-77.8% | $143,757-74.2% | $134,475-72.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -23.92% | 0.46%-24.4pp | -0.04%-23.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $291 | $5,619-94.8% | $4,951-94.1% | $4,740-93.9% |
| Participant deferral / active EE | $3,272 | $6,446-49.2% | $5,637-42.0% | $6,400-48.9% |
| Admin fee / account holder | $1,905 | $18,088-89.5% | $14,673-87.0% | $11,426-83.3% |