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 | $39,565 | $99,640-60.3% | $86,436-54.2% | $134,475-70.6% |
| Participation rate | 69.2% | 82.0%-12.8pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -22.02% | 6782.58%-6804.6pp | 4394.89%-4416.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,504 | $7,246-51.6% | $6,952-49.6% | $6,400-45.3% |
| Admin fee / account holder | $696 | $8,371-91.7% | $6,731-89.7% | $11,426-93.9% |