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 | $66,344 | $138,044-51.9% | $125,339-47.1% | $134,475-50.7% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -28.14% | 750.33%-778.5pp | 572.05%-600.2pp | 417.96%-446.1pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,606 | $7,799-53.8% | $7,446-51.6% | $6,400-43.7% |
| Admin fee / account holder | $18,003 | $11,571+55.6% | $10,010+79.9% | $11,426+57.6% |