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 | $99,580 | $209,411-52.4% | $178,490-44.2% | $158,922-37.3% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | -13.69% | 188.75%-202.4pp | 151.07%-164.8pp | 302.83%-316.5pp |
| Employer contribution / active EE | $973 | $5,706-82.9% | $5,011-80.6% | $4,761-79.6% |
| Participant deferral / active EE | $3,887 | $5,954-34.7% | $5,202-25.3% | $5,982-35.0% |
| Admin fee / account holder | $2,308 | $17,074-86.5% | $13,984-83.5% | $11,246-79.5% |