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 | $25,740 | $127,386-79.8% | $115,037-77.6% | $125,391-79.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -8.70% | 31.28%-40.0pp | 26.14%-34.8pp | 282.22%-290.9pp |
| Employer contribution / active EE | $375 | $5,166-92.7% | $4,608-91.9% | $4,866-92.3% |
| Participant deferral / active EE | $6,467 | $6,423+0.7% | $6,026+7.3% | $5,352+20.8% |
| Admin fee / account holder | $698 | $9,516-92.7% | $8,175-91.5% | $9,540-92.7% |