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 | $90,242 | $159,901-43.6% | $146,958-38.6% | $145,922-38.2% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.2%-52.7pp | 80.3%-50.9pp |
| Annual return | -15.90% | 98.13%-114.0pp | 418.34%-434.2pp | 561.29%-577.2pp |
| Employer contribution / active EE | $963 | $5,286-81.8% | $4,933-80.5% | $4,660-79.3% |
| Participant deferral / active EE | $3,472 | $8,428-58.8% | $8,070-57.0% | $6,688-48.1% |
| Admin fee / account holder | $94,003 | $15,044+524.9% | $12,998+623.2% | $13,397+601.7% |