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 | $35,035 | $168,632-79.2% | $147,614-76.3% | $125,391-72.1% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -5.12% | 77.65%-82.8pp | 61.98%-67.1pp | 282.22%-287.3pp |
| Employer contribution / active EE | $1,199 | $6,252-80.8% | $5,564-78.5% | $4,866-75.4% |
| Participant deferral / active EE | $7,264 | $5,507+31.9% | $4,895+48.4% | $5,352+35.7% |
| Admin fee / account holder | $419 | $13,580-96.9% | $11,611-96.4% | $9,540-95.6% |