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 | $42,233 | $56,199-24.9% | $67,652-37.6% | $59,632-29.2% |
| Participation rate | 44.4% | 71.5%-27.0pp | 75.7%-31.2pp | 68.7%-24.2pp |
| Annual return | -3.45% | 18505.31%-18508.8pp | 6625.04%-6628.5pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $233 | $1,614-85.5% | $2,266-89.7% | $2,203-89.4% |
| Participant deferral / active EE | $1,295 | $2,844-54.4% | $3,560-63.6% | $3,192-59.4% |
| Admin fee / account holder | $1,187 | $3,958-70.0% | $4,821-75.4% | $4,297-72.4% |