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 | $41,351 | $180,449-77.1% | $154,107-73.2% | $135,375-69.5% |
| Participation rate | 31.3% | 87.4%-56.2pp | 83.0%-51.8pp | 82.6%-51.4pp |
| Annual return | -10.22% | 888.09%-898.3pp | 735.12%-745.3pp | 519.73%-530.0pp |
| Employer contribution / active EE | $862 | $6,035-85.7% | $5,298-83.7% | $4,779-82.0% |
| Participant deferral / active EE | $3,331 | $5,806-42.6% | $5,081-34.4% | $5,609-40.6% |
| Admin fee / account holder | $589 | $16,143-96.3% | $13,411-95.6% | $10,827-94.6% |