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 | $46,823 | $80,968-42.2% | $96,544-51.5% | $75,163-37.7% |
| Participation rate | 60.3% | 71.8%-11.4pp | 76.0%-15.6pp | 67.2%-6.9pp |
| Annual return | -8.96% | 27.06%-36.0pp | 25.84%-34.8pp | 160.62%-169.6pp |
| Employer contribution / active EE | $255 | $2,282-88.8% | $2,965-91.4% | $2,670-90.4% |
| Participant deferral / active EE | $1,972 | $3,928-49.8% | $4,851-59.4% | $4,125-52.2% |
| Admin fee / account holder | $4,586 | $6,724-31.8% | $8,252-44.4% | $5,651-18.8% |