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 | $27,759 | $159,602-82.6% | $150,045-81.5% | $142,382-80.5% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.3%-52.9pp | 80.1%-50.7pp |
| Annual return | -5.53% | 70.24%-75.8pp | 62.55%-68.1pp | 217.08%-222.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,803 | $8,310-66.3% | $7,997-65.0% | $6,507-56.9% |
| Admin fee / account holder | $35,266 | $14,846+137.5% | $13,435+162.5% | $12,624+179.4% |