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 | $84,673 | $112,096-24.5% | $95,952-11.8% | $158,922-46.7% |
| Participation rate | 35.7% | 79.0%-43.3pp | 77.1%-41.4pp | 82.0%-46.2pp |
| Annual return | -5.21% | 171.09%-176.3pp | 91.61%-96.8pp | 302.83%-308.0pp |
| Employer contribution / active EE | $288 | $3,198-91.0% | $2,541-88.7% | $4,761-94.0% |
| Participant deferral / active EE | $1,616 | $4,784-66.2% | $4,167-61.2% | $5,982-73.0% |
| Admin fee / account holder | $708 | $10,130-93.0% | $6,795-89.6% | $11,246-93.7% |