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 | $56,639 | $168,632-66.4% | $147,614-61.6% | $125,391-54.8% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -4.51% | 77.65%-82.2pp | 61.98%-66.5pp | 282.22%-286.7pp |
| Employer contribution / active EE | $1,261 | $6,252-79.8% | $5,564-77.3% | $4,866-74.1% |
| Participant deferral / active EE | $3,832 | $5,507-30.4% | $4,895-21.7% | $5,352-28.4% |
| Admin fee / account holder | $1,093 | $13,580-91.9% | $11,611-90.6% | $9,540-88.5% |