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 | $15,733 | $87,540-82.0% | $75,781-79.2% | $125,391-87.5% |
| Participation rate | 54.5% | 80.2%-25.6pp | 75.8%-21.3pp | 83.2%-28.6pp |
| Annual return | -7.23% | 13.48%-20.7pp | 9.68%-16.9pp | 282.22%-289.5pp |
| Employer contribution / active EE | $366 | $3,930-90.7% | $3,323-89.0% | $4,866-92.5% |
| Participant deferral / active EE | $1,141 | $4,229-73.0% | $3,651-68.8% | $5,352-78.7% |
| Admin fee / account holder | $5,892 | $6,502-9.4% | $5,299+11.2% | $9,540-38.2% |