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 | $67,932 | $77,813-12.7% | $123,544-45.0% | $64,186+5.8% |
| Participation rate | 52.0% | 74.7%-22.7pp | 82.3%-30.3pp | 69.6%-17.6pp |
| Annual return | -9.47% | 12.48%-22.0pp | 119.20%-128.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $296 | $3,014-90.2% | $4,628-93.6% | $2,381-87.6% |
| Participant deferral / active EE | $2,280 | $5,240-56.5% | $6,426-64.5% | $3,470-34.3% |
| Admin fee / account holder | $1,952 | $5,519-64.6% | $9,284-79.0% | $4,888-60.1% |