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 | $41,768 | $91,538-54.4% | $129,995-67.9% | $75,163-44.4% |
| Participation rate | 48.0% | 71.4%-23.4pp | 78.5%-30.5pp | 67.2%-19.2pp |
| Annual return | 8.88% | -631.11%+640.0pp | -137.18%+146.1pp | 160.62%-151.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,966 | $4,341-54.7% | $5,820-66.2% | $4,125-52.3% |
| Admin fee / account holder | $1,954 | $6,790-71.2% | $10,614-81.6% | $5,651-65.4% |