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 | $82,140 | $97,757-16.0% | $83,848-2.0% | $135,375-39.3% |
| Participation rate | 30.8% | 80.0%-49.2pp | 76.1%-45.4pp | 82.6%-51.9pp |
| Annual return | -10.48% | 1287.37%-1297.8pp | 850.88%-861.4pp | 519.73%-530.2pp |
| Employer contribution / active EE | $398 | $4,222-90.6% | $3,631-89.0% | $4,779-91.7% |
| Participant deferral / active EE | $2,840 | $4,682-39.3% | $4,082-30.4% | $5,609-49.4% |
| Admin fee / account holder | $1,087 | $6,674-83.7% | $5,478-80.2% | $10,827-90.0% |