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 | $121,300 | $82,286+47.4% | $68,791+76.3% | $134,475-9.8% |
| Participation rate | 36.8% | 75.1%-38.2pp | 69.0%-32.2pp | 81.2%-44.4pp |
| Annual return | -23.34% | -2.19%-21.1pp | -6.38%-17.0pp | 417.96%-441.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,200 | $4,739-74.7% | $3,941-69.6% | $6,400-81.2% |
| Admin fee / account holder | $13,232 | $6,481+104.2% | $4,932+168.3% | $11,426+15.8% |