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 | $28,950 | $135,952-78.7% | $123,892-76.6% | $273,961-89.4% |
| Participation rate | 22.2% | 84.1%-61.8pp | 81.4%-59.2pp | 83.0%-60.8pp |
| Annual return | -36.42% | 56.63%-93.0pp | 47.52%-83.9pp | 41.45%-77.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,026 | $6,343-52.3% | $5,984-49.4% | $5,287-42.8% |
| Admin fee / account holder | $10,962 | $9,817+11.7% | $8,357+31.2% | $10,132+8.2% |