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 | $35,341 | $127,386-72.3% | $115,037-69.3% | $125,391-71.8% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | -4.20% | 31.28%-35.5pp | 26.14%-30.3pp | 282.22%-286.4pp |
| Employer contribution / active EE | $408 | $5,166-92.1% | $4,608-91.1% | $4,866-91.6% |
| Participant deferral / active EE | $9,092 | $6,423+41.5% | $6,026+50.9% | $5,352+69.9% |
| Admin fee / account holder | $4,982 | $9,516-47.7% | $8,175-39.1% | $9,540-47.8% |