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 | $43,884 | $112,881-61.1% | $90,951-51.7% | $158,922-72.4% |
| Participation rate | 26.3% | 74.7%-48.4pp | 69.0%-42.7pp | 82.0%-55.6pp |
| Annual return | -8.28% | 215.79%-224.1pp | 134.60%-142.9pp | 302.83%-311.1pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,552 | $4,128-62.4% | $3,373-54.0% | $5,982-74.1% |
| Admin fee / account holder | $3,798 | $8,041-52.8% | $5,959-36.3% | $11,246-66.2% |