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 | $32,832 | $94,529-65.3% | $140,016-76.6% | $64,186-48.8% |
| Participation rate | 67.3% | 84.1%-16.7pp | 87.5%-20.2pp | 69.6%-2.2pp |
| Annual return | -7.87% | 7.77%-15.6pp | 651.12%-659.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,108 | $3,812-70.9% | $5,606-80.2% | $2,381-53.4% |
| Participant deferral / active EE | $3,882 | $5,250-26.1% | $6,927-44.0% | $3,470+11.9% |
| Admin fee / account holder | $1,436 | $6,741-78.7% | $10,705-86.6% | $4,888-70.6% |