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 | $188,716 | $175,202+7.7% | $149,673+26.1% | $139,434+35.3% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | -45.68% | 166.71%-212.4pp | 134.42%-180.1pp | 372.94%-418.6pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,926 | $6,519-39.8% | $5,680-30.9% | $6,710-41.5% |
| Admin fee / account holder | $773 | $16,150-95.2% | $13,210-94.2% | $11,403-93.2% |