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 | $36,200 | $93,346-61.2% | $71,796-49.6% | $273,961-86.8% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | -3.29% | 130.39%-133.7pp | 78.04%-81.3pp | 41.45%-44.7pp |
| Employer contribution / active EE | $211 | $2,733-92.3% | $1,924-89.0% | $4,869-95.7% |
| Participant deferral / active EE | $2,317 | $3,475-33.3% | $2,794-17.1% | $5,287-56.2% |
| Admin fee / account holder | $1,023 | $6,571-84.4% | $4,815-78.8% | $10,132-89.9% |