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 | $24,015 | $83,908-71.4% | $68,509-64.9% | $125,391-80.8% |
| Participation rate | 61.9% | 78.2%-16.3pp | 74.7%-12.8pp | 83.2%-21.3pp |
| Annual return | -5.00% | 14.48%-19.5pp | 8.27%-13.3pp | 282.22%-287.2pp |
| Employer contribution / active EE | $107 | $3,031-96.5% | $2,278-95.3% | $4,866-97.8% |
| Participant deferral / active EE | $2,248 | $4,125-45.5% | $3,382-33.5% | $5,352-58.0% |
| Admin fee / account holder | $736 | $8,982-91.8% | $5,275-86.0% | $9,540-92.3% |