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 | $53,951 | $175,202-69.2% | $149,673-64.0% | $139,434-61.3% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | -13.96% | 166.71%-180.7pp | 134.42%-148.4pp | 372.94%-386.9pp |
| Employer contribution / active EE | $170 | $5,474-96.9% | $4,818-96.5% | $4,751-96.4% |
| Participant deferral / active EE | $1,977 | $6,519-69.7% | $5,680-65.2% | $6,710-70.5% |
| Admin fee / account holder | $316 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |