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 | $111,133 | $144,119-22.9% | $117,854-5.7% | $147,584-24.7% |
| Participation rate | 34.8% | 83.4%-48.6pp | 79.7%-44.9pp | 82.8%-48.0pp |
| Annual return | -16.35% | 531.15%-547.5pp | 335.08%-351.4pp | 578.55%-594.9pp |
| Employer contribution / active EE | $575 | $4,896-88.3% | $3,786-84.8% | $4,876-88.2% |
| Participant deferral / active EE | $2,469 | $5,316-53.6% | $4,482-44.9% | $5,439-54.6% |
| Admin fee / account holder | $37,834 | $10,886+247.6% | $8,020+371.7% | $10,885+247.6% |