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 3-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 | $55,619 | $202,432-72.5% | $169,368-67.2% | $139,434-60.1% |
| Participation rate | 34.8% | 81.1%-46.3pp | 77.1%-42.4pp | 80.3%-45.5pp |
| Annual return | -78.70% | 531.74%-610.4pp | 405.60%-484.3pp | 372.94%-451.6pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,513 | $6,938-63.8% | $6,221-59.6% | $6,710-62.6% |
| Admin fee / account holder | $5,630 | $10,708-47.4% | $9,003-37.5% | $11,403-50.6% |