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 | $62,446 | $168,632-63.0% | $147,614-57.7% | $125,391-50.2% |
| Participation rate | 14.3% | 88.8%-74.5pp | 84.6%-70.3pp | 83.2%-68.9pp |
| Annual return | -4.91% | 77.65%-82.6pp | 61.98%-66.9pp | 282.22%-287.1pp |
| Employer contribution / active EE | $922 | $6,252-85.3% | $5,564-83.4% | $4,866-81.1% |
| Participant deferral / active EE | $5,143 | $5,507-6.6% | $4,895+5.1% | $5,352-3.9% |
| Admin fee / account holder | $613 | $13,580-95.5% | $11,611-94.7% | $9,540-93.6% |