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 | $54,203 | $44,850+20.9% | $60,547-10.5% | $59,632-9.1% |
| Participation rate | 25.0% | 59.5%-34.5pp | 68.0%-43.0pp | 68.7%-43.7pp |
| Annual return | -3.06% | 1074.14%-1077.2pp | 335.64%-338.7pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $71 | $1,462-95.2% | $2,419-97.1% | $2,203-96.8% |
| Participant deferral / active EE | $1,316 | $2,230-41.0% | $3,328-60.5% | $3,192-58.8% |
| Admin fee / account holder | $3,193 | $3,635-12.2% | $4,536-29.6% | $4,297-25.7% |