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 | $63,170 | $102,604-38.4% | $86,188-26.7% | $139,434-54.7% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | -1.01% | 1922.51%-1923.5pp | 1168.45%-1169.5pp | 372.94%-373.9pp |
| Employer contribution / active EE | $198 | $3,032-93.5% | $2,380-91.7% | $4,751-95.8% |
| Participant deferral / active EE | $2,871 | $4,676-38.6% | $3,985-28.0% | $6,710-57.2% |
| Admin fee / account holder | $5,392 | $8,657-37.7% | $6,852-21.3% | $11,403-52.7% |