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 | $30,099 | $91,538-67.1% | $129,995-76.8% | $75,163-60.0% |
| Participation rate | 58.3% | 71.4%-13.1pp | 78.5%-20.2pp | 67.2%-8.9pp |
| Annual return | 6.01% | -631.11%+637.1pp | -137.18%+143.2pp | 160.62%-154.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,975 | $4,341-54.5% | $5,820-66.1% | $4,125-52.1% |
| Admin fee / account holder | $4,892 | $6,790-28.0% | $10,614-53.9% | $5,651-13.4% |