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 | $40,931 | $105,859-61.3% | $90,160-54.6% | $147,584-72.3% |
| Participation rate | 15.4% | 79.7%-64.4pp | 76.9%-61.5pp | 82.8%-67.4pp |
| Annual return | -37.37% | 37.63%-75.0pp | 34.88%-72.3pp | 578.55%-615.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,769 | $5,733-51.7% | $5,288-47.6% | $5,439-49.1% |
| Admin fee / account holder | $19,096 | $8,046+137.3% | $5,943+221.3% | $10,885+75.4% |