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 | $76,083 | $135,635-43.9% | $110,238-31.0% | $135,375-43.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -9.63% | 513.19%-522.8pp | 314.74%-324.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $89 | $4,906-98.2% | $3,826-97.7% | $4,779-98.1% |
| Participant deferral / active EE | $3,237 | $5,506-41.2% | $4,672-30.7% | $5,609-42.3% |
| Admin fee / account holder | $577 | $11,457-95.0% | $8,547-93.2% | $10,827-94.7% |