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 7-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 | $49,880 | $99,640-49.9% | $86,436-42.3% | $134,475-62.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -23.01% | 6782.58%-6805.6pp | 4394.89%-4417.9pp | 417.96%-441.0pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,535 | $7,246+45.4% | $6,952+51.6% | $6,400+64.6% |
| Admin fee / account holder | $4,258 | $8,371-49.1% | $6,731-36.7% | $11,426-62.7% |