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 | $43,801 | $160,055-72.6% | $140,016-68.7% | $135,375-67.6% |
| Participation rate | 52.9% | 88.5%-35.6pp | 87.5%-34.6pp | 82.6%-29.7pp |
| Annual return | -9.52% | 911.38%-920.9pp | 651.12%-660.6pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,334 | $6,420-79.2% | $5,606-76.2% | $4,779-72.1% |
| Participant deferral / active EE | $3,469 | $7,642-54.6% | $6,927-49.9% | $5,609-38.1% |
| Admin fee / account holder | $1,298 | $13,328-90.3% | $10,705-87.9% | $10,827-88.0% |