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 | $25,065 | $43,723-42.7% | $121,196-79.3% | $64,186-60.9% |
| Participation rate | 40.0% | 58.3%-18.3pp | 71.7%-31.7pp | 69.6%-29.6pp |
| Annual return | -10.07% | 68.91%-79.0pp | 16.93%-27.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $217 | $1,296-83.2% | $4,022-94.6% | $2,381-90.9% |
| Participant deferral / active EE | $1,371 | $2,280-39.9% | $3,344-59.0% | $3,470-60.5% |
| Admin fee / account holder | $308 | $3,501-91.2% | $5,019-93.9% | $4,888-93.7% |