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 | $75,860 | $138,065-45.1% | $123,544-38.6% | $135,375-44.0% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -9.95% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $686 | $5,151-86.7% | $4,628-85.2% | $4,779-85.6% |
| Participant deferral / active EE | $2,423 | $6,799-64.4% | $6,426-62.3% | $5,609-56.8% |
| Admin fee / account holder | $855 | $10,916-92.2% | $9,284-90.8% | $10,827-92.1% |