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 | $172,998 | $115,770+49.4% | $101,248+70.9% | $158,922+8.9% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | -5.89% | 56.14%-62.0pp | 46.47%-52.4pp | 302.83%-308.7pp |
| Employer contribution / active EE | $311 | $4,175-92.5% | $3,660-91.5% | $4,761-93.5% |
| Participant deferral / active EE | $3,570 | $4,957-28.0% | $4,370-18.3% | $5,982-40.3% |
| Admin fee / account holder | $31,432 | $7,245+333.8% | $5,945+428.7% | $11,246+179.5% |