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 | $40,474 | $76,000-46.7% | $154,107-73.7% | $64,186-36.9% |
| Participation rate | 48.0% | 70.4%-22.4pp | 83.0%-35.0pp | 69.6%-21.6pp |
| Annual return | -8.87% | 30.32%-39.2pp | 735.12%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $286 | $3,351-91.5% | $5,298-94.6% | $2,381-88.0% |
| Participant deferral / active EE | $3,255 | $3,175+2.5% | $5,081-35.9% | $3,470-6.2% |
| Admin fee / account holder | $870 | $5,596-84.4% | $13,411-93.5% | $4,888-82.2% |