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 | $65,395 | $77,813-16.0% | $123,544-47.1% | $64,186+1.9% |
| Participation rate | 65.5% | 74.7%-9.2pp | 82.3%-16.8pp | 69.6%-4.1pp |
| Annual return | -10.28% | 12.48%-22.8pp | 119.20%-129.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,899 | $5,240-6.5% | $6,426-23.8% | $3,470+41.2% |
| Admin fee / account holder | $1,728 | $5,519-68.7% | $9,284-81.4% | $4,888-64.6% |