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 | $51,103 | $153,772-66.8% | $133,980-61.9% | $273,961-81.3% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.1%-47.1pp | 83.0%-43.0pp |
| Annual return | -49.49% | 36.51%-86.0pp | 29.30%-78.8pp | 41.45%-90.9pp |
| Employer contribution / active EE | $995 | $6,029-83.5% | $5,211-80.9% | $4,869-79.6% |
| Participant deferral / active EE | $3,450 | $6,958-50.4% | $6,282-45.1% | $5,287-34.7% |
| Admin fee / account holder | $5,271 | $11,765-55.2% | $9,324-43.5% | $10,132-48.0% |