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 | $12,112 | $90,600-86.6% | $79,464-84.8% | $135,375-91.1% |
| Participation rate | 29.4% | 76.0%-46.6pp | 73.3%-43.9pp | 82.6%-53.2pp |
| Annual return | -19.82% | 977.43%-997.3pp | 718.14%-738.0pp | 519.73%-539.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,884 | $4,050-53.5% | $3,704-49.1% | $5,609-66.4% |
| Admin fee / account holder | $1,244 | $5,907-78.9% | $5,113-75.7% | $10,827-88.5% |