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 | $47,716 | $138,044-65.4% | $125,339-61.9% | $134,475-64.5% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | -20.87% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $186 | $5,243-96.5% | $4,814-96.1% | $4,740-96.1% |
| Participant deferral / active EE | $4,705 | $7,799-39.7% | $7,446-36.8% | $6,400-26.5% |
| Admin fee / account holder | $946 | $11,571-91.8% | $10,010-90.5% | $11,426-91.7% |