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 | $145,677 | $67,331+116.4% | $60,874+139.3% | $134,475+8.3% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | -25.36% | 49.93%-75.3pp | 16.90%-42.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,136 | $4,538-30.9% | $3,817-17.8% | $6,400-51.0% |
| Admin fee / account holder | $4,750 | $4,582+3.7% | $3,224+47.3% | $11,426-58.4% |