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 | $65,543 | $78,422-16.4% | $95,952-31.7% | $79,858-17.9% |
| Participation rate | 58.5% | 73.5%-14.9pp | 77.1%-18.5pp | 69.6%-11.1pp |
| Annual return | -8.06% | 19.37%-27.4pp | 91.61%-99.7pp | 31.71%-39.8pp |
| Employer contribution / active EE | $163 | $1,945-91.6% | $2,541-93.6% | $2,471-93.4% |
| Participant deferral / active EE | $1,679 | $3,440-51.2% | $4,167-59.7% | $3,740-55.1% |
| Admin fee / account holder | $861 | $5,622-84.7% | $6,795-87.3% | $5,306-83.8% |