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 | $23,584 | $167,307-85.9% | $143,757-83.6% | $134,475-82.5% |
| Participation rate | 10.0% | 84.8%-74.8pp | 80.3%-70.3pp | 81.2%-71.2pp |
| Annual return | -23.95% | 0.46%-24.4pp | -0.04%-23.9pp | 417.96%-441.9pp |
| Employer contribution / active EE | $554 | $5,619-90.1% | $4,951-88.8% | $4,740-88.3% |
| Participant deferral / active EE | $2,700 | $6,446-58.1% | $5,637-52.1% | $6,400-57.8% |
| Admin fee / account holder | $2,972 | $18,088-83.6% | $14,673-79.7% | $11,426-74.0% |