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 | $53,601 | $71,883-25.4% | $86,677-38.2% | $68,494-21.7% |
| Participation rate | 55.2% | 72.2%-17.1pp | 76.6%-21.4pp | 67.9%-12.7pp |
| Annual return | -19.85% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $362 | $2,173-83.3% | $2,836-87.2% | $2,596-86.1% |
| Participant deferral / active EE | $2,188 | $3,779-42.1% | $4,656-53.0% | $4,027-45.7% |
| Admin fee / account holder | $1,309 | $6,112-78.6% | $7,493-82.5% | $5,403-75.8% |