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 | $76,239 | $54,350+40.3% | $82,719-7.8% | $68,494+11.3% |
| Participation rate | 60.5% | 63.9%-3.5pp | 72.6%-12.1pp | 67.9%-7.4pp |
| Annual return | -26.03% | -13.67%-12.4pp | 701.18%-727.2pp | -7.84%-18.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,821 | $3,246-43.9% | $4,395-58.6% | $4,027-54.8% |
| Admin fee / account holder | $2,057 | $4,395-53.2% | $5,329-61.4% | $5,403-61.9% |