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 | $28,408 | $67,331-57.8% | $60,874-53.3% | $134,475-78.9% |
| Participation rate | 47.4% | 76.2%-28.8pp | 73.1%-25.7pp | 81.2%-33.9pp |
| Annual return | -21.22% | 49.93%-71.2pp | 16.90%-38.1pp | 417.96%-439.2pp |
| Employer contribution / active EE | $209 | $3,096-93.3% | $2,701-92.3% | $4,740-95.6% |
| Participant deferral / active EE | $5,173 | $4,538+14.0% | $3,817+35.5% | $6,400-19.2% |
| Admin fee / account holder | $927 | $4,582-79.8% | $3,224-71.2% | $11,426-91.9% |