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 | $23,664 | $127,386-81.4% | $115,037-79.4% | $125,391-81.1% |
| Participation rate | 55.6% | 84.2%-28.6pp | 81.4%-25.8pp | 83.2%-27.6pp |
| Annual return | -4.13% | 31.28%-35.4pp | 26.14%-30.3pp | 282.22%-286.4pp |
| Employer contribution / active EE | $552 | $5,166-89.3% | $4,608-88.0% | $4,866-88.7% |
| Participant deferral / active EE | $5,127 | $6,423-20.2% | $6,026-14.9% | $5,352-4.2% |
| Admin fee / account holder | $2,550 | $9,516-73.2% | $8,175-68.8% | $9,540-73.3% |