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 | $42,691 | $56,199-24.0% | $67,652-36.9% | $59,632-28.4% |
| Participation rate | 33.3% | 71.5%-38.1pp | 75.7%-42.3pp | 68.7%-35.3pp |
| Annual return | -8.61% | 18505.31%-18513.9pp | 6625.04%-6633.6pp | 2041.28%-2049.9pp |
| Employer contribution / active EE | $253 | $1,614-84.3% | $2,266-88.8% | $2,203-88.5% |
| Participant deferral / active EE | $1,452 | $2,844-48.9% | $3,560-59.2% | $3,192-54.5% |
| Admin fee / account holder | $4,060 | $3,958+2.6% | $4,821-15.8% | $4,297-5.5% |