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 | $143,952 | $90,600+58.9% | $79,464+81.2% | $135,375+6.3% |
| Participation rate | 23.5% | 76.0%-52.5pp | 73.3%-49.8pp | 82.6%-59.1pp |
| Annual return | -21.00% | 977.43%-998.4pp | 718.14%-739.1pp | 519.73%-540.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,497 | $4,050-38.4% | $3,704-32.6% | $5,609-55.5% |
| Admin fee / account holder | $6,400 | $5,907+8.3% | $5,113+25.2% | $10,827-40.9% |