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 | $36,606 | $106,890-65.8% | $84,015-56.4% | $152,861-76.1% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 0.31% | 104.99%-104.7pp | 71.31%-71.0pp | 345.32%-345.0pp |
| Employer contribution / active EE | $209 | $2,734-92.4% | $1,983-89.5% | $4,762-95.6% |
| Participant deferral / active EE | $1,400 | $4,011-65.1% | $3,239-56.8% | $5,850-76.1% |
| Admin fee / account holder | $866 | $8,285-89.6% | $6,101-85.8% | $11,596-92.5% |