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 | $39,365 | $72,404-45.6% | $110,238-64.3% | $64,186-38.7% |
| Participation rate | 24.2% | 73.3%-49.1pp | 79.8%-55.6pp | 69.6%-45.3pp |
| Annual return | -10.90% | -6.29%-4.6pp | 314.74%-325.6pp | 7.63%-18.5pp |
| Employer contribution / active EE | $523 | $2,282-77.1% | $3,826-86.3% | $2,381-78.0% |
| Participant deferral / active EE | $2,303 | $3,469-33.6% | $4,672-50.7% | $3,470-33.6% |
| Admin fee / account holder | $2,146 | $5,664-62.1% | $8,547-74.9% | $4,888-56.1% |