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 | $105,057 | $138,065-23.9% | $123,544-15.0% | $135,375-22.4% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -14.05% | 153.68%-167.7pp | 119.20%-133.3pp | 519.73%-533.8pp |
| Employer contribution / active EE | $603 | $5,151-88.3% | $4,628-87.0% | $4,779-87.4% |
| Participant deferral / active EE | $2,946 | $6,799-56.7% | $6,426-54.2% | $5,609-47.5% |
| Admin fee / account holder | $312 | $10,916-97.1% | $9,284-96.6% | $10,827-97.1% |