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 | $63,668 | $209,411-69.6% | $178,490-64.3% | $158,922-59.9% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | -10.57% | 188.75%-199.3pp | 151.07%-161.6pp | 302.83%-313.4pp |
| Employer contribution / active EE | $483 | $5,706-91.5% | $5,011-90.4% | $4,761-89.9% |
| Participant deferral / active EE | $7,296 | $5,954+22.5% | $5,202+40.3% | $5,982+22.0% |
| Admin fee / account holder | $23,393 | $17,074+37.0% | $13,984+67.3% | $11,246+108.0% |