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 | $70,580 | $93,571-24.6% | $135,903-48.1% | $75,163-6.1% |
| Participation rate | 56.8% | 75.2%-18.4pp | 81.9%-25.1pp | 67.2%-10.4pp |
| Annual return | -26.81% | 30.90%-57.7pp | 68.23%-95.0pp | 160.62%-187.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,665 | $6,404+19.7% | $7,758-1.2% | $4,125+85.8% |
| Admin fee / account holder | $14,696 | $6,975+110.7% | $10,762+36.6% | $5,651+160.1% |