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 | $95,891 | $106,543-10.0% | $91,220+5.1% | $134,475-28.7% |
| Participation rate | 60.9% | 76.8%-15.9pp | 73.2%-12.3pp | 81.2%-20.4pp |
| Annual return | -22.51% | 160.60%-183.1pp | 114.01%-136.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,445 | $4,719-27.0% | $4,234-18.6% | $6,400-46.2% |
| Admin fee / account holder | $17,207 | $6,231+176.2% | $5,420+217.5% | $11,426+50.6% |