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 | $155,471 | $82,286+88.9% | $68,791+126.0% | $134,475+15.6% |
| Participation rate | 9.1% | 75.1%-66.0pp | 69.0%-59.9pp | 81.2%-72.1pp |
| Annual return | -21.31% | -2.19%-19.1pp | -6.38%-14.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $195 | $3,301-94.1% | $2,655-92.6% | $4,740-95.9% |
| Participant deferral / active EE | $2,364 | $4,739-50.1% | $3,941-40.0% | $6,400-63.1% |
| Admin fee / account holder | $83,602 | $6,481+1190.0% | $4,932+1595.1% | $11,426+631.7% |