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 | $78,389 | $150,440-47.9% | $136,294-42.5% | $147,584-46.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | -2.97% | 1049.08%-1052.1pp | 5155.94%-5158.9pp | 578.55%-581.5pp |
| Employer contribution / active EE | $553 | $5,256-89.5% | $4,695-88.2% | $4,876-88.7% |
| Participant deferral / active EE | $7,137 | $6,630+7.6% | $6,247+14.2% | $5,439+31.2% |
| Admin fee / account holder | $6,280 | $10,905-42.4% | $9,243-32.1% | $10,885-42.3% |