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 | $21,949 | $82,630-73.4% | $64,105-65.8% | $125,391-82.5% |
| Participation rate | 47.8% | 75.9%-28.0pp | 68.2%-20.3pp | 83.2%-35.4pp |
| Annual return | -8.36% | 1489.72%-1498.1pp | 791.24%-799.6pp | 282.22%-290.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,155 | $3,608-12.6% | $2,822+11.8% | $5,352-41.0% |
| Admin fee / account holder | $3,395 | $6,382-46.8% | $4,499-24.5% | $9,540-64.4% |