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 | $92,082 | $180,449-49.0% | $154,107-40.2% | $135,375-32.0% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -9.20% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $706 | $6,035-88.3% | $5,298-86.7% | $4,779-85.2% |
| Participant deferral / active EE | $4,787 | $5,806-17.5% | $5,081-5.8% | $5,609-14.6% |
| Admin fee / account holder | $937 | $16,143-94.2% | $13,411-93.0% | $10,827-91.3% |