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 | $32,013 | $127,100-74.8% | $105,738-69.7% | $135,375-76.4% |
| Participation rate | 69.6% | 82.7%-13.1pp | 76.3%-6.8pp | 82.6%-13.1pp |
| Annual return | -10.96% | 4.49%-15.5pp | 6.27%-17.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $258 | $4,107-93.7% | $3,268-92.1% | $4,779-94.6% |
| Participant deferral / active EE | $1,727 | $5,064-65.9% | $4,080-57.7% | $5,609-69.2% |
| Admin fee / account holder | $464 | $9,087-94.9% | $6,913-93.3% | $10,827-95.7% |