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 | $50,338 | $142,344-64.6% | $119,609-57.9% | $134,475-62.6% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -29.61% | -12.44%-17.2pp | -14.97%-14.6pp | 417.96%-447.6pp |
| Employer contribution / active EE | $333 | $5,222-93.6% | $4,232-92.1% | $4,740-93.0% |
| Participant deferral / active EE | $2,410 | $6,469-62.7% | $5,602-57.0% | $6,400-62.3% |
| Admin fee / account holder | $5,605 | $13,584-58.7% | $10,323-45.7% | $11,426-50.9% |