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 | $55,131 | $180,449-69.4% | $154,107-64.2% | $135,375-59.3% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -16.11% | 888.09%-904.2pp | 735.12%-751.2pp | 519.73%-535.8pp |
| Employer contribution / active EE | $500 | $6,035-91.7% | $5,298-90.6% | $4,779-89.5% |
| Participant deferral / active EE | $2,250 | $5,806-61.2% | $5,081-55.7% | $5,609-59.9% |
| Admin fee / account holder | $965 | $16,143-94.0% | $13,411-92.8% | $10,827-91.1% |