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 | $29,906 | $115,770-74.2% | $101,248-70.5% | $158,922-81.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | -7.96% | 56.14%-64.1pp | 46.47%-54.4pp | 302.83%-310.8pp |
| Employer contribution / active EE | $703 | $4,175-83.2% | $3,660-80.8% | $4,761-85.2% |
| Participant deferral / active EE | $2,114 | $4,957-57.4% | $4,370-51.6% | $5,982-64.7% |
| Admin fee / account holder | $42,018 | $7,245+480.0% | $5,945+606.7% | $11,246+273.6% |