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 | $43,062 | $135,635-68.3% | $110,238-60.9% | $135,375-68.2% |
| Participation rate | 27.8% | 83.5%-55.7pp | 79.8%-52.0pp | 82.6%-54.9pp |
| Annual return | -10.58% | 513.19%-523.8pp | 314.74%-325.3pp | 519.73%-530.3pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,093 | $5,506-43.8% | $4,672-33.8% | $5,609-44.8% |
| Admin fee / account holder | $32,486 | $11,457+183.5% | $8,547+280.1% | $10,827+200.0% |