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 | $28,185 | $165,335-83.0% | $149,696-81.2% | $158,922-82.3% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | -3.31% | 348.15%-351.5pp | 276.60%-279.9pp | 302.83%-306.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,150 | $7,181-14.4% | $6,842-10.1% | $5,982+2.8% |
| Admin fee / account holder | $8,769 | $10,807-18.9% | $9,309-5.8% | $11,246-22.0% |