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 | $39,986 | $180,449-77.8% | $154,107-74.1% | $135,375-70.5% |
| Participation rate | 18.8% | 87.4%-68.7pp | 83.0%-64.3pp | 82.6%-63.9pp |
| Annual return | -14.96% | 888.09%-903.0pp | 735.12%-750.1pp | 519.73%-534.7pp |
| Employer contribution / active EE | $459 | $6,035-92.4% | $5,298-91.3% | $4,779-90.4% |
| Participant deferral / active EE | $2,531 | $5,806-56.4% | $5,081-50.2% | $5,609-54.9% |
| Admin fee / account holder | $1,527 | $16,143-90.5% | $13,411-88.6% | $10,827-85.9% |