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 | $42,411 | $57,354-26.1% | $83,848-49.4% | $64,186-33.9% |
| Participation rate | 52.0% | 68.6%-16.6pp | 76.1%-24.1pp | 69.6%-17.6pp |
| Annual return | -8.79% | 11.38%-20.2pp | 850.88%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $245 | $2,545-90.4% | $3,631-93.2% | $2,381-89.7% |
| Participant deferral / active EE | $1,699 | $2,993-43.2% | $4,082-58.4% | $3,470-51.0% |
| Admin fee / account holder | $1,992 | $4,046-50.8% | $5,478-63.6% | $4,888-59.2% |