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 | $236,871 | $54,350+335.8% | $82,719+186.4% | $68,494+245.8% |
| Participation rate | 25.9% | 63.9%-38.0pp | 72.6%-46.6pp | 67.9%-42.0pp |
| Annual return | -21.57% | -13.67%-7.9pp | 701.18%-722.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,502 | $3,246-22.9% | $4,395-43.1% | $4,027-37.9% |
| Admin fee / account holder | $7,613 | $4,395+73.2% | $5,329+42.9% | $5,403+40.9% |