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 | $24,377 | $179,726-86.4% | $156,263-84.4% | $142,382-82.9% |
| Participation rate | 10.0% | 82.1%-72.1pp | 78.9%-68.9pp | 80.1%-70.1pp |
| Annual return | -26.64% | 77.86%-104.5pp | 59.47%-86.1pp | 217.08%-243.7pp |
| Employer contribution / active EE | $1,029 | $5,069-79.7% | $4,333-76.3% | $4,299-76.1% |
| Participant deferral / active EE | $2,075 | $6,956-70.2% | $6,158-66.3% | $6,507-68.1% |
| Admin fee / account holder | $407,792 | $17,272+2261.0% | $14,255+2760.7% | $12,624+3130.4% |