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 | $47,040 | $180,449-73.9% | $154,107-69.5% | $135,375-65.3% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -9.63% | 888.09%-897.7pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $732 | $6,035-87.9% | $5,298-86.2% | $4,779-84.7% |
| Participant deferral / active EE | $2,835 | $5,806-51.2% | $5,081-44.2% | $5,609-49.5% |
| Admin fee / account holder | $5,209 | $16,143-67.7% | $13,411-61.2% | $10,827-51.9% |