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 | $52,117 | $105,860-50.8% | $90,749-42.6% | $134,475-61.2% |
| Participation rate | 35.7% | 78.2%-42.5pp | 75.7%-40.0pp | 81.2%-45.5pp |
| Annual return | -21.64% | -11.01%-10.6pp | -12.16%-9.5pp | 417.96%-439.6pp |
| Employer contribution / active EE | $589 | $3,462-83.0% | $2,921-79.8% | $4,740-87.6% |
| Participant deferral / active EE | $2,990 | $5,216-42.7% | $4,564-34.5% | $6,400-53.3% |
| Admin fee / account holder | $8,256 | $13,938-40.8% | $8,445-2.2% | $11,426-27.7% |