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 | $49,226 | $84,695-41.9% | $73,843-33.3% | $125,391-60.7% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.4%-33.4pp | 83.2%-43.2pp |
| Annual return | -3.62% | 3123.53%-3127.1pp | 2267.84%-2271.5pp | 282.22%-285.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,868 | $3,992-53.2% | $3,583-47.9% | $5,352-65.1% |
| Admin fee / account holder | $24,839 | $5,691+336.4% | $4,880+409.0% | $9,540+160.4% |