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 | $27,209 | $135,635-79.9% | $110,238-75.3% | $135,375-79.9% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.8%-39.8pp | 82.6%-42.6pp |
| Annual return | -11.17% | 513.19%-524.4pp | 314.74%-325.9pp | 519.73%-530.9pp |
| Employer contribution / active EE | $915 | $4,906-81.4% | $3,826-76.1% | $4,779-80.9% |
| Participant deferral / active EE | $2,016 | $5,506-63.4% | $4,672-56.8% | $5,609-64.0% |
| Admin fee / account holder | $2,418 | $11,457-78.9% | $8,547-71.7% | $10,827-77.7% |