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 | $99,984 | $211,958-52.8% | $169,463-41.0% | $135,375-26.1% |
| Participation rate | 40.0% | 82.6%-42.6pp | 77.8%-37.8pp | 82.6%-42.6pp |
| Annual return | -20.37% | 3.26%-23.6pp | 1.83%-22.2pp | 519.73%-540.1pp |
| Employer contribution / active EE | $295 | $5,120-94.2% | $4,159-92.9% | $4,779-93.8% |
| Participant deferral / active EE | $2,520 | $6,075-58.5% | $5,277-52.2% | $5,609-55.1% |
| Admin fee / account holder | $627 | $11,471-94.5% | $9,109-93.1% | $10,827-94.2% |