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 | $48,835 | $150,440-67.5% | $136,294-64.2% | $147,584-66.9% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | -15.44% | 1049.08%-1064.5pp | 5155.94%-5171.4pp | 578.55%-594.0pp |
| Employer contribution / active EE | $650 | $5,256-87.6% | $4,695-86.1% | $4,876-86.7% |
| Participant deferral / active EE | $4,302 | $6,630-35.1% | $6,247-31.1% | $5,439-20.9% |
| Admin fee / account holder | $10,478 | $10,905-3.9% | $9,243+13.4% | $10,885-3.7% |