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 | $42,591 | $167,484-74.6% | $151,611-71.9% | $134,475-68.3% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -22.61% | 7.80%-30.4pp | 3.33%-25.9pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,464 | $6,829-78.6% | $6,166-76.3% | $4,740-69.1% |
| Participant deferral / active EE | $3,380 | $8,986-62.4% | $8,363-59.6% | $6,400-47.2% |
| Admin fee / account holder | $1,423 | $13,783-89.7% | $11,616-87.7% | $11,426-87.5% |