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 | $86,899 | $180,449-51.8% | $154,107-43.6% | $135,375-35.8% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -11.92% | 888.09%-900.0pp | 735.12%-747.0pp | 519.73%-531.7pp |
| Employer contribution / active EE | $697 | $6,035-88.5% | $5,298-86.8% | $4,779-85.4% |
| Participant deferral / active EE | $4,889 | $5,806-15.8% | $5,081-3.8% | $5,609-12.8% |
| Admin fee / account holder | $1,418 | $16,143-91.2% | $13,411-89.4% | $10,827-86.9% |