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 8-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 | $153,701 | $118,680+29.5% | $98,907+55.4% | $158,922-3.3% |
| Participation rate | 42.1% | 77.8%-35.7pp | 76.0%-33.9pp | 82.0%-39.9pp |
| Annual return | -7.24% | 372.35%-379.6pp | 196.43%-203.7pp | 302.83%-310.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,957 | $5,088-22.2% | $4,244-6.8% | $5,982-33.8% |
| Admin fee / account holder | $20,579 | $10,131+103.1% | $6,642+209.8% | $11,246+83.0% |