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 | $86,045 | $198,466-56.6% | $170,442-49.5% | $147,584-41.7% |
| Participation rate | 20.0% | 88.0%-68.0pp | 83.6%-63.6pp | 82.8%-62.8pp |
| Annual return | -25.13% | 257.29%-282.4pp | 205.93%-231.1pp | 578.55%-603.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,800 | $5,629-14.7% | $4,939-2.8% | $5,439-11.7% |
| Admin fee / account holder | $4,000 | $16,852-76.3% | $13,880-71.2% | $10,885-63.3% |