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 | $51,694 | $160,055-67.7% | $140,016-63.1% | $135,375-61.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -10.59% | 911.38%-922.0pp | 651.12%-661.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $796 | $6,420-87.6% | $5,606-85.8% | $4,779-83.4% |
| Participant deferral / active EE | $4,405 | $7,642-42.4% | $6,927-36.4% | $5,609-21.5% |
| Admin fee / account holder | $788 | $13,328-94.1% | $10,705-92.6% | $10,827-92.7% |