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 | $153,037 | $69,010+121.8% | $159,960-4.3% | $68,494+123.4% |
| Participation rate | 32.4% | 65.4%-33.1pp | 78.0%-45.6pp | 67.9%-35.5pp |
| Annual return | -22.28% | -9.65%-12.6pp | 408.60%-430.9pp | -7.84%-14.4pp |
| Employer contribution / active EE | $200 | $2,213-91.0% | $4,226-95.3% | $2,596-92.3% |
| Participant deferral / active EE | $1,695 | $4,212-59.8% | $6,182-72.6% | $4,027-57.9% |
| Admin fee / account holder | $19,367 | $4,798+303.6% | $8,698+122.7% | $5,403+258.5% |