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 | $26,872 | $190,805-85.9% | $159,960-83.2% | $134,475-80.0% |
| Participation rate | 25.0% | 81.9%-56.9pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -20.45% | 552.23%-572.7pp | 408.60%-429.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,519 | $6,923-78.1% | $6,182-75.4% | $6,400-76.3% |
| Admin fee / account holder | $378 | $10,471-96.4% | $8,698-95.7% | $11,426-96.7% |