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 | $63,688 | $78,422-18.8% | $95,952-33.6% | $79,858-20.2% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | -3.22% | 19.37%-22.6pp | 91.61%-94.8pp | 31.71%-34.9pp |
| Employer contribution / active EE | $365 | $1,945-81.2% | $2,541-85.6% | $2,471-85.2% |
| Participant deferral / active EE | $2,126 | $3,440-38.2% | $4,167-49.0% | $3,740-43.1% |
| Admin fee / account holder | $2,376 | $5,622-57.7% | $6,795-65.0% | $5,306-55.2% |