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 | $58,814 | $180,449-67.4% | $154,107-61.8% | $135,375-56.6% |
| Participation rate | 29.2% | 87.4%-58.3pp | 83.0%-53.9pp | 82.6%-53.5pp |
| Annual return | -10.98% | 888.09%-899.1pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,139 | $6,035-81.1% | $5,298-78.5% | $4,779-76.2% |
| Participant deferral / active EE | $3,475 | $5,806-40.1% | $5,081-31.6% | $5,609-38.0% |
| Admin fee / account holder | $331 | $16,143-98.0% | $13,411-97.5% | $10,827-96.9% |