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 | $91,145 | $176,662-48.4% | $130,648-30.2% | $152,861-40.4% |
| Participation rate | 31.8% | 79.0%-47.1pp | 71.7%-39.9pp | 82.4%-50.6pp |
| Annual return | -1.33% | 2692.24%-2693.6pp | 1708.96%-1710.3pp | 345.32%-346.6pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,381 | $4,361+0.4% | $3,603+21.6% | $5,850-25.1% |
| Admin fee / account holder | $2,976 | $7,133-58.3% | $5,464-45.5% | $11,596-74.3% |