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 | $22,957 | $159,602-85.6% | $150,045-84.7% | $142,382-83.9% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | -6.36% | 70.24%-76.6pp | 62.55%-68.9pp | 217.08%-223.4pp |
| Employer contribution / active EE | $756 | $4,961-84.8% | $4,693-83.9% | $4,299-82.4% |
| Participant deferral / active EE | $4,357 | $8,310-47.6% | $7,997-45.5% | $6,507-33.0% |
| Admin fee / account holder | $8,515 | $14,846-42.6% | $13,435-36.6% | $12,624-32.5% |