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 | $49,904 | $180,449-72.3% | $154,107-67.6% | $135,375-63.1% |
| Participation rate | 46.2% | 87.4%-41.3pp | 83.0%-36.9pp | 82.6%-36.5pp |
| Annual return | -16.50% | 888.09%-904.6pp | 735.12%-751.6pp | 519.73%-536.2pp |
| Employer contribution / active EE | $939 | $6,035-84.4% | $5,298-82.3% | $4,779-80.3% |
| Participant deferral / active EE | $3,216 | $5,806-44.6% | $5,081-36.7% | $5,609-42.7% |
| Admin fee / account holder | $1,618 | $16,143-90.0% | $13,411-87.9% | $10,827-85.1% |