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 | $42,979 | $168,632-74.5% | $147,614-70.9% | $125,391-65.7% |
| Participation rate | 59.1% | 88.8%-29.7pp | 84.6%-25.5pp | 83.2%-24.1pp |
| Annual return | -4.09% | 77.65%-81.7pp | 61.98%-66.1pp | 282.22%-286.3pp |
| Employer contribution / active EE | $693 | $6,252-88.9% | $5,564-87.5% | $4,866-85.8% |
| Participant deferral / active EE | $1,920 | $5,507-65.1% | $4,895-60.8% | $5,352-64.1% |
| Admin fee / account holder | $540 | $13,580-96.0% | $11,611-95.3% | $9,540-94.3% |