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 | $127,317 | $180,449-29.4% | $154,107-17.4% | $135,375-6.0% |
| Participation rate | 28.6% | 87.4%-58.9pp | 83.0%-54.5pp | 82.6%-54.1pp |
| Annual return | -12.15% | 888.09%-900.2pp | 735.12%-747.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $619 | $6,035-89.7% | $5,298-88.3% | $4,779-87.0% |
| Participant deferral / active EE | $2,791 | $5,806-51.9% | $5,081-45.1% | $5,609-50.2% |
| Admin fee / account holder | $1,006 | $16,143-93.8% | $13,411-92.5% | $10,827-90.7% |