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 | $57,026 | $56,199+1.5% | $67,652-15.7% | $59,632-4.4% |
| Participation rate | 48.1% | 71.5%-23.3pp | 75.7%-27.5pp | 68.7%-20.5pp |
| Annual return | -3.89% | 18505.31%-18509.2pp | 6625.04%-6628.9pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $126 | $1,614-92.2% | $2,266-94.4% | $2,203-94.3% |
| Participant deferral / active EE | $1,859 | $2,844-34.6% | $3,560-47.8% | $3,192-41.8% |
| Admin fee / account holder | $2,667 | $3,958-32.6% | $4,821-44.7% | $4,297-37.9% |