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 | $44,514 | $168,632-73.6% | $147,614-69.8% | $125,391-64.5% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | -3.72% | 77.65%-81.4pp | 61.98%-65.7pp | 282.22%-285.9pp |
| Employer contribution / active EE | $294 | $6,252-95.3% | $5,564-94.7% | $4,866-94.0% |
| Participant deferral / active EE | $3,273 | $5,507-40.6% | $4,895-33.2% | $5,352-38.8% |
| Admin fee / account holder | $5,366 | $13,580-60.5% | $11,611-53.8% | $9,540-43.8% |