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 | $134,269 | $167,484-19.8% | $151,611-11.4% | $134,475-0.2% |
| Participation rate | 61.9% | 88.4%-26.5pp | 87.5%-25.6pp | 81.2%-19.3pp |
| Annual return | -22.35% | 7.80%-30.1pp | 3.33%-25.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $12,319 | $8,986+37.1% | $8,363+47.3% | $6,400+92.5% |
| Admin fee / account holder | $7,253 | $13,783-47.4% | $11,616-37.6% | $11,426-36.5% |