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 | $64,517 | $56,199+14.8% | $67,652-4.6% | $59,632+8.2% |
| Participation rate | 64.0% | 71.5%-7.5pp | 75.7%-11.7pp | 68.7%-4.7pp |
| Annual return | -2.83% | 18505.31%-18508.1pp | 6625.04%-6627.9pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $165 | $1,614-89.8% | $2,266-92.7% | $2,203-92.5% |
| Participant deferral / active EE | $3,318 | $2,844+16.7% | $3,560-6.8% | $3,192+3.9% |
| Admin fee / account holder | $7,572 | $3,958+91.3% | $4,821+57.1% | $4,297+76.2% |