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 | $81,302 | $106,515-23.7% | $96,683-15.9% | $139,434-41.7% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | -7.51% | 38.43%-45.9pp | 35.69%-43.2pp | 372.94%-380.5pp |
| Employer contribution / active EE | $341 | $4,103-91.7% | $3,737-90.9% | $4,751-92.8% |
| Participant deferral / active EE | $4,247 | $5,454-22.1% | $4,878-12.9% | $6,710-36.7% |
| Admin fee / account holder | $1,048 | $7,877-86.7% | $6,730-84.4% | $11,403-90.8% |