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 | $52,020 | $167,307-68.9% | $143,757-63.8% | $134,475-61.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -20.45% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,042 | $5,619-81.5% | $4,951-79.0% | $4,740-78.0% |
| Participant deferral / active EE | $2,437 | $6,446-62.2% | $5,637-56.8% | $6,400-61.9% |
| Admin fee / account holder | $333 | $18,088-98.2% | $14,673-97.7% | $11,426-97.1% |