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 | $101,487 | $117,859-13.9% | $102,438-0.9% | $145,959-30.5% |
| Participation rate | 55.6% | 78.6%-23.0pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | -19.05% | 31.72%-50.8pp | 29.37%-48.4pp | 561.95%-581.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,748 | $5,732+87.5% | $5,054+112.7% | $6,689+60.7% |
| Admin fee / account holder | $35,055 | $13,318+163.2% | $9,448+271.0% | $13,398+161.6% |